Profocus Incorporated

Profocus Incorporated (CRD# 113954) is a financial advisory firm headquartered in Phoenix, AZ. They manage $121,000,000 in 227 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
5010 East Warner Road, Suite 202, Phoenix, AZ 85044
http://www.profocus.com
By the Numbers
  • Total Assets Under Management
    121
    MILLION
  • Total Number of Accounts
    227
    ACCOUNTS
  • Average Account Value
    $533,040
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
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, FL, MD, VA

Financial Advisors at Profocus Incorporated
Showing 1 - 1 of 1 top financial advisors.
1
Michael Smith, financial advisor Phoenix AZ
Michael M. Smith
CRD#: 1189477
5010 East Warner Road, Suite 202, Phoenix, AZ 85044

Michael Smith (CRD# 1189477) is an Investment Advisor Representative working at Profocus Incorporated in Phoenix, AZ and has over 40 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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