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Building 2NEWFOCUS FINANCIAL GROUP, LLC

Map pinVANCOUVER, WA
Phone(888) 762-2423
NotebookSEC #801-63625
Total AUM
$603M
Employees
14
Clients
472

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
410 WEST 12TH STREET
VANCOUVER
WA 98660
United States
Operating Hours
8:00AM-4:30PM
Monday - Friday
Phone
(888) 762-2423
Other Offices
1

ReceiptFinancials

Total AUM
$603M
Accounts
1,586
Discretionary
$603M
Accounts
1,586
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
280
AUM
$115.9M
HNW Individual Clients
192
AUM
$487.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANHORTXVAWA

HandshakeAffiliates

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

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