Focus Financial Advisors

Focus Financial Advisors (CRD# 297806) is a financial advisory firm headquartered in Rockford, IL. They manage $127,383,512 in 172 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    127
    MILLION
  • Total Number of Accounts
    172
    ACCOUNTS
  • Average Account Value
    $740,602
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, IL, LA, MN, TX, WI

Financial Advisors at Focus Financial Advisors
Showing 1 - 1 of 1 top financial advisors.
1
Jon L. Aldrich
CRD#: 5115121
6870 Rote Road Suite 101, Rockford, IL 61107

Jon Aldrich (CRD# 5115121) is an Investment Advisor Representative working at Focus Financial Advisors in Rockford, IL and has 1 year of experience in the finance industry.

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