Income Focus Portfolio Management

Income Focus Portfolio Management (CRD# 165477) is a financial advisory firm headquartered in Jackson, WY. They manage $80,750,521 in 199 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    81
    MILLION
  • Total Number of Accounts
    199
    ACCOUNTS
  • Average Account Value
    $405,782
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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.

CA, FL, LA, MA, NH

Financial Advisors at Income Focus Portfolio Management
Showing 1 - 2 of 2 top financial advisors.
1
David N. Elan
CRD#: 3107755
1110 Maple Way, Jackson, WY 83001
96
Wealthminder
score

David Elan (CRD# 3107755) is an Investment Advisor Representative working at Income Focus Portfolio Management in Jackson, WY and has over 18 years of experience in the finance industry. David Elan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Elizabeth W. Millet
CRD#: 2458321
1110 Maple Way, Jackson, WY 83001
93
Wealthminder
score

Elizabeth Millet (CRD# 2458321) is an Investment Advisor Representative working at Income Focus Portfolio Management in Jackson, WY and has over 22 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.