Focus Planning Group
Focus Planning Group (CRD# 281231) is a financial advisory firm headquartered in Bayport, NY. They manage $20,561,072 in 167 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management21MILLION
-
Total Number of Accounts167ACCOUNTS
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Average Account Value$123,120
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
- Educational seminars/workshops
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NY, TX
Financial Advisors at Focus Planning Group
1
Joseph Carbone (CRD# 3026229) is an Investment Advisor Representative working at Focus Planning Group in Bayport, NY and has over 26 years of experience in the finance industry.
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