Key Focus Wealth LLC
Key Focus Wealth LLC (CRD# 311827) is a financial advisory firm headquartered in San Ramon, CA. They manage $27,745,000 in 76 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management28MILLION
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Total Number of Accounts76ACCOUNTS
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Average Account Value$365,066
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Key Focus Wealth LLC
1
Huy Trieu (CRD# 4501087) is an Investment Advisor Representative working at Key Focus Wealth LLC in San Ramon, CA and has over 20 years of experience in the finance industry.
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