Focuspoint Solutions, Inc.

Focuspoint Solutions, Inc. (CRD# 131195) is a financial advisory firm headquartered in Portland, OR. They manage $5,001,681,150 in 27,667 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
3395 Sw Garden View Avenue, Portland, OR 97225
http://www.focuspointsolutions.com
By the Numbers
  • Total Assets Under Management
    5,002
    MILLION
  • Total Number of Accounts
    27,667
    ACCOUNTS
  • Average Account Value
    $180,781
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, CT, IL, NE, OR, PA

Financial Advisors at Focuspoint Solutions, Inc.
No Advisor Found.

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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