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Focused Wealth Management

Financial Services

Specialities :
Financial planning
Investing
Market analysis
401k
403b

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revenue-icon Revenue
11M - 100M
funding-icon Total Funding
--
size-icon Size
11 - 50
About Us
Org Charts
Employees
Buyer Intent
Tech Stack
Jobs

Frequently Asked Questions About Focused Wealth Management

What does Focused wealth management do?+

Focused Wealth Management is an Independent Registered Investment Advisory firm committed to providing clients with asset management solutions and services. We offer a broad range of investment products, including equity and fixed-income strategies across domestic, global, and emerging markets. Focused Wealth Management has developed a special niche for Trusts, Not-for-Profits, Public and Private Endowments, Pension Funds, Foundations, and Contingency Funds. As of December 31, 2023, our assets under management are $1,363,979,519, and assets under advisement are $265,227,796. Focused Wealth Management and Securities America are separately owned companies. Securities offered through Securities America, Inc. A registered broker/dealer. Member FINRA & SIPC....

What are Focused wealth management's specialties? +

Financial planning,investing,market analysis,401k,403b,retirment planning,wealth accumulation,trusts,asset protection,wealth transfer,family foundations,asset management,investment advice,457 plans,contingency funds,public and private endowments,institutions,not-for-profits,advisory firm,and registered investment advisor

What is Focused wealth management's industry? +

Focused wealth management operates in the Financial services industry.

What is Focused wealth management's revenue? +

Focused wealth management's revenue is 11m - 100m

What is Focused wealth management's company size? +

Focused wealth management has 11 - 50 employees.

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