Focus Investment Advisors

Focus Investment Advisors (CRD# 109970) is a financial advisory firm headquartered in Encinitas, CA. They manage $390,752,230 in 161 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    391
    MILLION
  • Total Number of Accounts
    161
    ACCOUNTS
  • Average Account Value
    $2,427,032
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • Educational seminars/workshops
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
Showing 1 - 4 of 4 top financial advisors.
1
Henry J. Ferry
CRD#: 2283442
511 Saxony Place,, Suite 101, Encinitas, CA 92024
93
Wealthminder
score

Henry Ferry (CRD# 2283442) is an Investment Advisor Representative working at Focus Investment Advisors in Encinitas, CA and has over 25 years of experience in the finance industry.

2
Amber R. Montgomery-Oh
CRD#: 5452067
511 Saxony Place,, Suite 101, Encinitas, CA 92024
93
Wealthminder
score

Amber Montgomery-Oh (CRD# 5452067) is an Investment Advisor Representative working at Focus Investment Advisors in Encinitas, CA and has over 7 years of experience in the finance industry.

3
Andrew Y. Wasa
CRD#: 1302473
511 Saxony Place,, Suite 101, Encinitas, CA 92024
93
Wealthminder
score

Andrew Wasa (CRD# 1302473) is an Investment Advisor Representative working at Focus Investment Advisors in Encinitas, CA and has over 32 years of experience in the finance industry.

4
Frank M. Amelio
CRD#: 1488977
511 Saxony Place,, Suite 101, Encinitas, CA 92024
58
Wealthminder
score

Frank Amelio (CRD# 1488977) is an Investment Advisor Representative working at Focus Investment Advisors in Encinitas, CA and has over 31 years of experience in the finance industry.

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