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Building 2FOCUS INVESTMENT ADVISORS, INC

Map pinSOLANA BEACH, CA
Phone760-230-1880
NotebookSEC #801-57176
Total AUM
$956.2M
Employees
7
Clients
36

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
514 VIA DE LA VALLE
SUITE 200
SOLANA BEACH
CA 92075
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
760-230-1880

ReceiptFinancials

Total AUM
$956.2M
Accounts
34
Discretionary
$469.3M
Accounts
24
Non-Discretionary
$486.9M
Accounts
10

ContactClients

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Banking Clients
1
AUM
$157.7M
Pension/Profit Sharing Plan Clients
35
AUM
$798.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAHI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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