Focus You (CRD# 155690) is a financial advisory firm headquartered in San Mateo, CA. They manage $21,422,023 in 87 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management21MILLION
Total Number of Accounts87ACCOUNTS
Average Account Value$246,230
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
William Pitney (CRD# 4614685) is an Investment Advisor Representative working at Focus You in Foster City, CA and has over 15 years of experience in the finance industry.