Focused Capital Investment, LLC
Focused Capital Investment, LLC (CRD# 308029) is a financial advisory firm headquartered in Irvine, CA. They manage $4,006,587 in 37 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Focused Capital Investment, LLC
By the Numbers
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Total Assets Under Management4MILLION
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Total Number of Accounts37ACCOUNTS
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Average Account Value$108,286
Compensation Options
- A percentage of assets under your management
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
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX
Financial Advisors at Focused Capital Investment, LLC
1
John Dunham (CRD# 6415140) is an Investment Advisor Representative working at Focused Capital Investment, LLC in Irvine, CA and has over 9 years of experience in the finance industry.
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