Profocus Incorporated (CRD# 113954) is a financial advisory firm headquartered in Phoenix, AZ. They manage $52,000,000 in 220 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management52MILLION
Total Number of Accounts220ACCOUNTS
Average Account Value$236,364
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
Michael Smith (CRD# 1189477) is an Investment Advisor Representative working at Profocus Incorporated in Phoenix, AZ and has over 33 years of experience in the finance industry. Michael Smith 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.