Focused Wealth Strategies, Pc
Focused Wealth Strategies, Pc (CRD# 141753) is a financial advisory firm headquartered in , . They manage $27,096,000 in 86 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Focused Wealth Strategies, Pc
By the Numbers
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Total Assets Under Management27MILLION
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Total Number of Accounts86ACCOUNTS
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Average Account Value$315,070
Compensation Options
- A percentage of assets under your management
- 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)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ
Financial Advisors at Focused Wealth Strategies, Pc
No Advisor Found.
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