Focuspoint Solutions, Inc.

Focuspoint Solutions, Inc. (CRD# 131195) is a financial advisory firm headquartered in Portland, OR. They manage $2,067,435,564 in 13,948 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,067
    MILLION
  • Total Number of Accounts
    13,948
    ACCOUNTS
  • Average Account Value
    $148,225
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO, IL, NE, OR, PA

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