Focus Financial
Focus Financial (CRD# 116140) is a financial advisory firm headquartered in Minneapolis, MN. They manage $5,385,968,542 in 25,365 accounts and serve the financial needs of clients across 46 states (or territories).
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Total Assets Under Management5,386MILLION
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Total Number of Accounts25,365ACCOUNTS
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Average Account Value$212,339
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
Chad Steeves (CRD# 1904811) is an Investment Advisor Representative working at Focus Financial in Minneapolis, MN and has over 35 years of experience in the finance industry.
Scott Streed (CRD# 1786205) is an Investment Advisor Representative working at Focus Financial in Minneapolis, MN and has over 36 years of experience in the finance industry.
Matthew Svendsen (CRD# 5403928) is an Investment Advisor Representative working at Focus Financial in Minneapolis, MN and has over 16 years of experience in the finance industry.
Jeffrey Thorup (CRD# 2163249) is an Investment Advisor Representative working at Focus Financial in Minneapolis, MN and has over 32 years of experience in the finance industry.
Fredrick Troendle (CRD# 2811870) is an Investment Advisor Representative working at Focus Financial in Saint Charles, MN and has over 27 years of experience in the finance industry.
Paul Underdahl (CRD# 4549530) is an Investment Advisor Representative working at Focus Financial in Forest Lake, MN and has over 21 years of experience in the finance industry.
Elizabeth Villalta (CRD# 2159709) is an Investment Advisor Representative working at Focus Financial in Minneapolis, MN and has over 28 years of experience in the finance industry.
James Walsh (CRD# 1842414) is an Investment Advisor Representative working at Focus Financial in Minneapolis, MN and has over 35 years of experience in the finance industry.
John Watkins (CRD# 1285779) is an Investment Advisor Representative working at Focus Financial in Minneapolis, MN and has over 39 years of experience in the finance industry.
Monica Whitney (CRD# 5374153) is an Investment Advisor Representative working at Focus Financial in Minneapolis, MN and has over 15 years of experience in the finance industry.