Focus Investment Advisors, Inc.
Focus Investment Advisors, Inc. (CRD# 109970) is a financial advisory firm headquartered in Solana Beach, CA. They manage $704,464,829 in 173 accounts and serve the financial needs of clients across 2 states (or territories).
-
Total Assets Under Management704MILLION
-
Total Number of Accounts173ACCOUNTS
-
Average Account Value$4,072,051
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
CA, HI
Frank Amelio (CRD# 1488977) is an Investment Advisor Representative working at Focus Investment Advisors, Inc. in Solana Beach, CA and has over 35 years of experience in the finance industry.
Henry Ferry (CRD# 2283442) is an Investment Advisor Representative working at Focus Investment Advisors, Inc. in Solana Beach, CA and has over 29 years of experience in the finance industry.
David Lam (CRD# 5052501) is an Investment Advisor Representative working at Focus Investment Advisors, Inc. in Solana Beach, CA and has over 16 years of experience in the finance industry. David Lam has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Amber Montgomery-Oh (CRD# 5452067) is an Investment Advisor Representative working at Focus Investment Advisors, Inc. in Solana Beach, CA and has over 11 years of experience in the finance industry.
Andrew Wasa (CRD# 1302473) is an Investment Advisor Representative working at Focus Investment Advisors, Inc. in Solana Beach, CA and has over 37 years of experience in the finance industry.