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Building 2FOCUS FINANCIAL ADVISORS, INC.

Map pinROCKFORD, IL
Phone815-633-8844
NotebookSEC #801-30209
Total AUM
$99.7M
Employees
3
Clients
164

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6870 ROTE ROAD
SUITE 101
ROCKFORD
IL 61107-2690
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
815-633-8844
Other Offices
1

ReceiptFinancials

Total AUM
$99.7M
Accounts
393
Discretionary
$99.7M
Accounts
393
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
136
AUM
$40.4M
HNW Individual Clients
28
AUM
$59.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILLAMNTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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