Focused Wealth Management, Inc.
Focused Wealth Management, Inc. (CRD# 154828) is a financial advisory firm headquartered in Newburgh, NY. They manage $1,183,645,956 in 1,980 accounts and serve the financial needs of clients across 20 states (or territories).
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Total Assets Under Management1,184MILLION
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Total Number of Accounts1,980ACCOUNTS
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Average Account Value$597,801
- 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
- Pension consulting services
AZ, CA, CO, CT, DC, FL, GA, HI, MA, MD, MN, NC, NJ, NY, OH, PA, SC, TX, VA, WA
Jacob Brett (CRD# 5899373) is an Investment Advisor Representative working at Focused Wealth Management, Inc. in Newburgh, NY and has over 12 years of experience in the finance industry.
Philip Deangelo (CRD# 4204841) is an Investment Advisor Representative working at Focused Wealth Management, Inc. in Newburgh, NY and has over 23 years of experience in the finance industry.
Anthony Dicapua (CRD# 6774954) is an Investment Advisor Representative working at Focused Wealth Management, Inc. in Newburgh, NY and has over 6 years of experience in the finance industry.
Michael Passante (CRD# 5396964) is an Investment Advisor Representative working at Focused Wealth Management, Inc. in Newburgh, NY and has over 16 years of experience in the finance industry.
Ryan Swanson (CRD# 6805048) is an Investment Advisor Representative working at Focused Wealth Management, Inc. in Newburgh, NY and has over 4 years of experience in the finance industry.
Charles Yarnold (CRD# 5052329) is an Investment Advisor Representative working at Focused Wealth Management, Inc. in Newburgh, NY and has over 17 years of experience in the finance industry.
Zachary Manheim (CRD# 6833289) is an Investment Advisor Representative working at Focused Wealth Management, Inc. in Newburgh, NY and has over 3 years of experience in the finance industry.
Patrick Shea (CRD# 7658762) is an Investment Advisor Representative working at Focused Wealth Management, Inc. in Newburgh, NY and has 1 year of experience in the finance industry.
Matthew Wyant (CRD# 7689825) is an Investment Advisor Representative working at Focused Wealth Management, Inc. in Newburgh, NY and has 1 year of experience in the finance industry.