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Building 2FOCUSED WEALTH MANAGEMENT, INC.

Map pinNEWBURGH, NY
Phone845-691-4035
NotebookSEC #801-71860
Total AUM
$2.3B
Employees
19
Clients
2,333

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11 BALMVILLE RD.
SUITE 2 NORTH
NEWBURGH
NY 12550-1911
United States
Operating Hours
8:00 AM TO 4:30 PM
Monday - Friday
Phone
845-691-4035

ReceiptFinancials

Total AUM
$2.3B
Accounts
5,733
Discretionary
$1.9B
Accounts
5,726
Non-Discretionary
$325M
Accounts
7

ContactClients

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Individual Clients
1,867
AUM
$436.6M
HNW Individual Clients
296
AUM
$816M
Pension/Profit Sharing Plan Clients
133
AUM
$602.2M
Charitable Organization Clients
7
AUM
$5.7M
Government Entity Clients
7
AUM
$11.8M
Corporation or Business Clients
23
AUM
$396.5M

Briefcase businessServices

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

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
AZCACOCTDCDEFLGAHIMAMDMNMONCNENHNJNYOHPASCTNTXVAWA

HandshakeAffiliates

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

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