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).

By the Numbers
  • Total Assets Under Management
    704
    MILLION
  • Total Number of Accounts
    173
    ACCOUNTS
  • Average Account Value
    $4,072,051
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, HI

Financial Advisors at Focus Investment Advisors, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Frank M. Amelio
CRD#: 1488977
514 Via De La Valle, Suite 200, Solana Beach, CA 92075

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.

2
Henry J. Ferry
CRD#: 2283442
514 Via De La Valle, Suite 200, Solana Beach, CA 92075

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.

3
David E. Lam
CRD#: 5052501
514 Via De La Valle, Suite 200, Solana Beach, CA 92075

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.

4
Amber R. Montgomery-Oh
CRD#: 5452067
514 Via De La Valle, Suite 200, Solana Beach, CA 92075

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.

5
Andrew Y. Wasa
CRD#: 1302473
514 Via De La Valle, Suite 200, Solana Beach, CA 92075

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.

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