Focuspoint Solutions, Inc.
Focuspoint Solutions, Inc. (CRD# 131195) is a financial advisory firm headquartered in Portland, OR. They manage $2,276,982,225 in 18,875 accounts and serve the financial needs of clients across 5 states (or territories).
Total Assets Under Management2,277MILLION
Total Number of Accounts18,875ACCOUNTS
Average Account Value$120,635
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CO, IL, NE, OR, PA