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FOCUS FINANCIAL
MINNEAPOLIS, MN
651-631-8166
SEC #801-71117Total AUM
$6.8B
Employees
189Clients
13,684Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1300 GODWARD STREET NE
SUITE 5500
MINNEAPOLIS
MN 55413
United States
SUITE 5500
MINNEAPOLIS
MN 55413
United States
Operating Hours
9 A.M. TO 4 P.M.
Monday - Friday
Monday - Friday
Phone
651-631-8166
Other Offices
35
Financials
Total AUM
$6.8B
Accounts
27,510Discretionary
$6.6B
Accounts
26,512Non-Discretionary
$249.9M
Accounts
998
Clients
Individual Clients
11,863AUM
$2.8B
HNW Individual Clients
1,697AUM
$3.9B
Pension/Profit Sharing Plan Clients
33AUM
$52.7M
Charitable Organization Clients
3AUM
$2M
Corporation or Business Clients
88AUM
$68M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PERCENTAGE OF ASSETS UNDER MANAGEMENT WITH THIRD PARTY MANAGER
Compliance
Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
AKALARAZCACOCTDEFLGAIAIDILINKSKYLAMAMDMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPASCSDTNTXUTVAVTWAWI
Affiliates
Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.