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).
Total Assets Under Management81MILLION
Total Number of Accounts199ACCOUNTS
Average Account Value$405,782
- A percentage of assets under your management
- 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)
CA, FL, LA, MA, NH
David Elan (CRD# 3107755) is an Investment Advisor Representative working at Income Focus Portfolio Management in Jackson, WY and has over 19 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.
Elizabeth Millet (CRD# 2458321) is an Investment Advisor Representative working at Income Focus Portfolio Management in Jackson, WY and has over 23 years of experience in the finance industry.