Macrofocus Portfolios

Macrofocus Portfolios (CRD# 151335) is a financial advisory firm headquartered in , . They manage $604,309 in 3 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $201,436
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • 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.

CA, TX

Financial Advisors at Macrofocus Portfolios
Showing 1 - 1 of 1 top financial advisors.
1
Edward A. Verner
CRD#: 5708888
Thousand Oaks, CA
93
Wealthminder
score

Edward Verner (CRD# 5708888) is an Investment Advisor Representative working at Macrofocus Portfolios in Thousand Oaks, CA and has over 7 years of experience in the finance industry.

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