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Building 2FOCUSPOINT SOLUTIONS, INC.

Map pinPORTLAND, OR
Phone503-445-1957
NotebookSEC #801-63028
Total AUM
$6.8B
Employees
40
Clients
13,288

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3395 SW GARDEN VIEW AVENUE
PORTLAND
OR 97225
United States
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Phone
503-445-1957

ReceiptFinancials

Total AUM
$6.8B
Accounts
31,647
Discretionary
$0
Accounts
0
Non-Discretionary
$6.8B
Accounts
31,647

ContactClients

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Investment Advisor Clients
13,288
AUM
$6.8B

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionInstitutional Portfolio ManagementOther Services
Other Services
TURNKEY ASSET MANAGEMENT FOR RIA'S
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COCTILNEORPA

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 6 other businesses.

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