Focusyou

Focusyou (CRD# 155690) is a financial advisory firm headquartered in Foster City, CA. They manage $45,979,235 in 212 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
Po Box 4805, Foster City, CA 94404
https://www.linkedin.com/company/1927372/
By the Numbers
  • Total Assets Under Management
    46
    MILLION
  • Total Number of Accounts
    212
    ACCOUNTS
  • Average Account Value
    $216,883
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Focusyou
Showing 1 - 1 of 1 top financial advisors.
1
William Pitney, financial advisor Foster City CA
William D. Pitney
CRD#: 4614685
Foster City, CA

William Pitney (CRD# 4614685) is an Investment Advisor Representative working at Focusyou in Foster City, CA and has over 21 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.

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