RIA Intelligence

FOCUS FINANCIAL PLANNING, LLC

CRD #126970 SEC #801-66766 BINGHAM FARMS, MI 248-646-0696
SEC Registered
Total AUM
$35.1M
Discretionary
$0
Employees
1
Clients
101
Accounts
126

Firm Details

Organization Type
Limited Liability Company
State of Formation
Michigan
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 27, 2012
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
MATHIAS, JAMES, EDWARDIPRESIDENT/CHIEF COMPLIANCE OFFICERNA Control
MATHIAS, JAMES, EDWARDIPRESIDENT/CHIEF COMPLIANCE OFFICERNA Control
MATHIAS, JAMES, EDWARDIPRESIDENT/CHIEF COMPLIANCE OFFICERNA Control
MATHIAS, JAMES, EDWARDIPRESIDENT/CHIEF COMPLIANCE OFFICERNA Control
MATHIAS, JAMES, EDWARDIPRESIDENT/CHIEF COMPLIANCE OFFICERNA Control
MATHIAS, JAMES, EDWARDIPRESIDENT/CHIEF COMPLIANCE OFFICERNA Control
MATHIAS, JAMES, EDWARDIPRESIDENT/CHIEF COMPLIANCE OFFICERNA Control
MATHIAS, JAMES, EDWARDIPRESIDENT/CHIEF COMPLIANCE OFFICERNA Control
TURNER, WILMA, MAEIVICE-PRESIDENTNA Control
TURNER, WILMA, MAEIVICE-PRESIDENTNA Control
TURNER, WILMA, MAEIVICE-PRESIDENTNA Control
TURNER, WILMA, MAEIVICE-PRESIDENTNA Control
TURNER, WILMA, MAEIVICE-PRESIDENTNA Control
TURNER, WILMA, MAEIVICE-PRESIDENTNA Control
TURNER, WILMA, MAEIVICE-PRESIDENTNA Control
TURNER, WILMA, MAEIVICE-PRESIDENTNA Control
JAMES E. MATHIAS LIVING TRUST UAD APRIL 29, 1986DEREVOCABLE LIVING TRUSTE
JAMES E. MATHIAS LIVING TRUST UAD APRIL 29, 1986DEREVOCABLE LIVING TRUSTE
JAMES E. MATHIAS LIVING TRUST UAD APRIL 29, 1986DEREVOCABLE LIVING TRUSTE
JAMES E. MATHIAS LIVING TRUST UAD APRIL 29, 1986DEREVOCABLE LIVING TRUSTE
JAMES E. MATHIAS LIVING TRUST UAD APRIL 29, 1986DEREVOCABLE LIVING TRUSTE
JAMES E. MATHIAS LIVING TRUST UAD APRIL 29, 1986DEREVOCABLE LIVING TRUSTE
JAMES E. MATHIAS LIVING TRUST UAD APRIL 29, 1986DEREVOCABLE LIVING TRUSTE
JAMES E. MATHIAS LIVING TRUST UAD APRIL 29, 1986DEREVOCABLE LIVING TRUSTE
WILMA M. TURNER LIVING TRUST DTD JUNE 29, 2000DEREVOCABLE LIVING TRUSTC
WILMA M. TURNER LIVING TRUST DTD JUNE 29, 2000DEREVOCABLE LIVING TRUSTC
WILMA M. TURNER LIVING TRUST DTD JUNE 29, 2000DEREVOCABLE LIVING TRUSTC
WILMA M. TURNER LIVING TRUST DTD JUNE 29, 2000DEREVOCABLE LIVING TRUSTC
WILMA M. TURNER LIVING TRUST DTD JUNE 29, 2000DEREVOCABLE LIVING TRUSTC
WILMA M. TURNER LIVING TRUST DTD JUNE 29, 2000DEREVOCABLE LIVING TRUSTC
WILMA M. TURNER LIVING TRUST DTD JUNE 29, 2000DEREVOCABLE LIVING TRUSTC
WILMA M. TURNER LIVING TRUST DTD JUNE 29, 2000DEREVOCABLE LIVING TRUSTC

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
MATHIAS, JAMES, EDWARDIJAMES E. MATHIAS LIVING TRUST IAD APRIL 29, 1986E Control
MATHIAS, JAMES, EDWARDIJAMES E. MATHIAS LIVING TRUST IAD APRIL 29, 1986E Control
MATHIAS, JAMES, EDWARDIJAMES E. MATHIAS LIVING TRUST IAD APRIL 29, 1986E Control
MATHIAS, JAMES, EDWARDIJAMES E. MATHIAS LIVING TRUST IAD APRIL 29, 1986E Control
MATHIAS, JAMES, EDWARDIJAMES E. MATHIAS LIVING TRUST IAD APRIL 29, 1986E Control
MATHIAS, JAMES, EDWARDIJAMES E. MATHIAS LIVING TRUST IAD APRIL 29, 1986E Control
MATHIAS, JAMES, EDWARDIJAMES E. MATHIAS LIVING TRUST IAD APRIL 29, 1986E Control
MATHIAS, JAMES, EDWARDIJAMES E. MATHIAS LIVING TRUST IAD APRIL 29, 1986E Control
TURNER, WILMA, MAEIWILMA M. TURNER LIVING TRUST, JUNE 29, 2000E Control
TURNER, WILMA, MAEIWILMA M. TURNER LIVING TRUST, JUNE 29, 2000E Control
TURNER, WILMA, MAEIWILMA M. TURNER LIVING TRUST, JUNE 29, 2000E Control
TURNER, WILMA, MAEIWILMA M. TURNER LIVING TRUST, JUNE 29, 2000E Control
TURNER, WILMA, MAEIWILMA M. TURNER LIVING TRUST, JUNE 29, 2000E Control
TURNER, WILMA, MAEIWILMA M. TURNER LIVING TRUST, JUNE 29, 2000E Control
TURNER, WILMA, MAEIWILMA M. TURNER LIVING TRUST, JUNE 29, 2000E Control
TURNER, WILMA, MAEIWILMA M. TURNER LIVING TRUST, JUNE 29, 2000E Control

Registrations

Federal

IA
Mar 27, 2012 REGISTERED

Notice Filings (2)

IL MI

Address

32100 TELEGRAPH ROAD
SUITE 230
BINGHAM FARMS, MI 48025
United States
Phone: 248-646-0696