Newfocus Financial Group, LLC
Newfocus Financial Group, LLC (CRD# 132578) is a financial advisory firm headquartered in Vancouver, WA. They manage $602,974,548 in 1,586 accounts and serve the financial needs of clients across 6 states (or territories).
Current Firm Details
Newfocus Financial Group, LLC
By the Numbers
-
Total Assets Under Management603MILLION
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Total Number of Accounts1,586ACCOUNTS
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Average Account Value$380,186
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
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, NH, OR, TX, VA, WA
Financial Advisors at Newfocus Financial Group, LLC
No Advisor Found.
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