Focus Investment Advisors, Inc.

Focus Investment Advisors, Inc. (CRD# 109970) is a financial advisory firm headquartered in Encinitas, CA. They manage $512,920,339 in 343 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
511 Saxony Place, Suite 102, Encinitas, CA 92024
https://www.focusinvestment.com
By the Numbers
  • Total Assets Under Management
    513
    MILLION
  • Total Number of Accounts
    343
    ACCOUNTS
  • Average Account Value
    $1,495,395
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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 - 4 of 4 top financial advisors.
1
Frank Amelio, financial advisor Encinitas CA
Frank M. Amelio
CRD#: 1488977
511 Saxony Place, Suite 102, Encinitas, CA 92024

Frank Amelio (CRD# 1488977) is an Investment Advisor Representative working at Focus Investment Advisors, Inc. in Encinitas, CA and has over 34 years of experience in the finance industry.

2
Henry Ferry, financial advisor Encinitas CA
Henry J. Ferry
CRD#: 2283442
511 Saxony Place, Suite 102, Encinitas, CA 92024

Henry Ferry (CRD# 2283442) is an Investment Advisor Representative working at Focus Investment Advisors, Inc. in Encinitas, CA and has over 27 years of experience in the finance industry.

3
Amber Montgomery-Oh, financial advisor Encinitas CA
Amber R. Montgomery-Oh
CRD#: 5452067
511 Saxony Place, Suite 102, Encinitas, CA 92024

Amber Montgomery-Oh (CRD# 5452067) is an Investment Advisor Representative working at Focus Investment Advisors, Inc. in Encinitas, CA and has over 10 years of experience in the finance industry.

4
Andrew Wasa, financial advisor Encinitas CA
Andrew Y. Wasa
CRD#: 1302473
511 Saxony Place, Suite 102, Encinitas, CA 92024

Andrew Wasa (CRD# 1302473) is an Investment Advisor Representative working at Focus Investment Advisors, Inc. in Encinitas, CA and has over 35 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals