Focus Wealth Planning Inc (Rockford)
Focus Wealth Planning Inc Is a Mid-Sized Advisory Firm Based in Rockford. It Manages $94.55 Million of Regulatory Assets for 394 Client Accounts. It Has Been...
Focus Wealth Planning Inc is a mid-sized advisory firm based in Rockford. It manages $94.55 million of regulatory assets for 394 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of Florida, Illinois, Louisiana, Minnesota, and Texas.
Focus Wealth Planning provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
Focus Wealth Planning: assets under management
The assets under management (AUM) of Focus Wealth Planning Inc is $94.55 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -5% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The firm manages $94.55 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $239.97 thousand each.
Focus Wealth Planning has custody of $4.5 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.
Investments
The firm invests in exchange traded securities the most. They account for 53% of the total AUM. The second-largest asset type is investment and business development companies, which make up 38% of the firm’s portfolio. Investments in investment grade corporate bonds form 5% of the total invested assets.
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