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Building 2INCOME FOCUS PORTFOLIO MANAGEMENT

Map pinJACKSON, WY
Phone307-733-5100
NotebookSEC #801-77168
Total AUM
$362.5M
Employees
3
Clients
306

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1110 MAPLE WAY
JACKSON
WY 83001
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
307-733-5100

ReceiptFinancials

Total AUM
$362.5M
Accounts
601
Discretionary
$362.5M
Accounts
601
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
213
AUM
$99.8M
HNW Individual Clients
83
AUM
$256.7M
Charitable Organization Clients
3
AUM
$3.4M
Corporation or Business Clients
7
AUM
$2.6M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLIDMANHNYVT

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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