FOCUS POINT SOLUTIONS, INC
Legal name: FOCUSPOINT SOLUTIONS, INC.
CRD #131195 SEC #801-63028 PORTLAND, OR 503-445-1957
SEC Registered
Total AUM
$6.8B
Discretionary
$0
Employees
40
Clients
0
Accounts
31,647
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $6.8B | $0 | $6.8B | 40 | 0 |
| Apr 2025 | $6.8B | $0 | $6.8B | 40 | 0 |
| Mar 2024 | $5B | $0 | $5B | 40 | 0 |
| Mar 2023 | $4.7B | $4.7B | $0 | 43 | 0 |
| Dec 2022 | $5.1B | $0 | $5.1B | 43 | 0 |
| Mar 2022 | $5.1B | $0 | $5.1B | 43 | 0 |
| Mar 2021 | $4.4B | $4.4B | $0 | 43 | 0 |
| Mar 2021 | $4B | $0 | $4B | 31 | 0 |
| Mar 2020 | $4B | $0 | $4B | 31 | 0 |
| Mar 2019 | $2.9B | $0 | $2.9B | 28 | 0 |
| Mar 2018 | $2.8B | $0 | $2.8B | 27 | 0 |
| Mar 2017 | $2.3B | $0 | $2.3B | 24 | 26 |
| Mar 2016 | $2.1B | $0 | $2.1B | 24 | 26 |
| Apr 2015 | $2.1B | $0 | $2.1B | 24 | 26 |
| Mar 2015 | $2.1B | $0 | $2.1B | 24 | 26 |
| Dec 2014 | $2.5B | $0 | $2.5B | 24 | 26 |
| Mar 2014 | $2.5B | $0 | $2.5B | 24 | 26 |
| Apr 2013 | $2.1B | $0 | $2.1B | 24 | 26 |
| Apr 2013 | $2.1B | $0 | $2.1B | 24 | 26 |
| Mar 2013 | $2.1B | $0 | $2.1B | 24 | 26 |
| Oct 2012 | $1.1B | $69.4M | $987.6M | 11 | 26 |
| Oct 2012 | $1.1B | $69.4M | $987.6M | 11 | 26 |
| Jun 2012 | $1.1B | $69.4M | $987.6M | 11 | 26 |
| May 2012 | $1.1B | $69.4M | $987.6M | 11 | 26 |
| Apr 2012 | $1.7B | $66.2M | $1.6B | 11 | 26 |
| Mar 2012 | $1.7B | $66.2M | $1.6B | 11 | 26 |
| Jan 2012 | $1.7B | $66.2M | $1.6B | 11 | 26 |
| Dec 2011 | $1.7B | $659.8M | $1B | 11 | 26 |
| Nov 2011 | $998.5M | $66.2M | $932.3M | 11 | 26 |
| Jun 2011 | $70M | $70M | $0 | -- | -- |
| Apr 2011 | $70M | $70M | $0 | -- | -- |
| Apr 2011 | $70M | $70M | $0 | -- | -- |
DateJun 2025
Total AUM$6.8B
Discretionary$0
Non-Disc.$6.8B
Employees40
Clients0
DateApr 2025
Total AUM$6.8B
Discretionary$0
Non-Disc.$6.8B
Employees40
Clients0
DateMar 2024
Total AUM$5B
Discretionary$0
Non-Disc.$5B
Employees40
Clients0
DateMar 2023
Total AUM$4.7B
Discretionary$4.7B
Non-Disc.$0
Employees43
Clients0
DateDec 2022
Total AUM$5.1B
Discretionary$0
Non-Disc.$5.1B
Employees43
Clients0
DateMar 2022
Total AUM$5.1B
Discretionary$0
Non-Disc.$5.1B
Employees43
Clients0
DateMar 2021
Total AUM$4.4B
Discretionary$4.4B
Non-Disc.$0
Employees43
Clients0
DateMar 2021
Total AUM$4B
Discretionary$0
Non-Disc.$4B
Employees31
Clients0
DateMar 2020
Total AUM$4B
Discretionary$0
Non-Disc.$4B
Employees31
Clients0
DateMar 2019
Total AUM$2.9B
Discretionary$0
Non-Disc.$2.9B
Employees28
Clients0
DateMar 2018
Total AUM$2.8B
Discretionary$0
Non-Disc.$2.8B
Employees27
Clients0
DateMar 2017
Total AUM$2.3B
Discretionary$0
Non-Disc.$2.3B
Employees24
Clients26
DateMar 2016
Total AUM$2.1B
Discretionary$0
Non-Disc.$2.1B
Employees24
Clients26
DateApr 2015
Total AUM$2.1B
Discretionary$0
Non-Disc.$2.1B
Employees24
Clients26
DateMar 2015
Total AUM$2.1B
Discretionary$0
Non-Disc.$2.1B
Employees24
Clients26
DateDec 2014
Total AUM$2.5B
Discretionary$0
Non-Disc.$2.5B
Employees24
Clients26
DateMar 2014
Total AUM$2.5B
Discretionary$0
Non-Disc.$2.5B
Employees24
Clients26
DateApr 2013
Total AUM$2.1B
Discretionary$0
Non-Disc.$2.1B
Employees24
Clients26
DateApr 2013
Total AUM$2.1B
Discretionary$0
Non-Disc.$2.1B
Employees24
Clients26
DateMar 2013
Total AUM$2.1B
Discretionary$0
Non-Disc.$2.1B
Employees24
Clients26
DateOct 2012
Total AUM$1.1B
Discretionary$69.4M
Non-Disc.$987.6M
Employees11
Clients26
DateOct 2012
Total AUM$1.1B
Discretionary$69.4M
Non-Disc.$987.6M
Employees11
Clients26
DateJun 2012
Total AUM$1.1B
Discretionary$69.4M
Non-Disc.$987.6M
Employees11
Clients26
DateMay 2012
Total AUM$1.1B
Discretionary$69.4M
Non-Disc.$987.6M
Employees11
Clients26
DateApr 2012
Total AUM$1.7B
Discretionary$66.2M
Non-Disc.$1.6B
Employees11
Clients26
DateMar 2012
Total AUM$1.7B
Discretionary$66.2M
Non-Disc.$1.6B
Employees11
Clients26
DateJan 2012
Total AUM$1.7B
Discretionary$66.2M
Non-Disc.$1.6B
Employees11
Clients26
DateDec 2011
Total AUM$1.7B
Discretionary$659.8M
Non-Disc.$1B
Employees11
Clients26
DateNov 2011
Total AUM$998.5M
Discretionary$66.2M
Non-Disc.$932.3M
Employees11
Clients26
DateJun 2011
Total AUM$70M
Discretionary$70M
Non-Disc.$0
Employees--
Clients--
DateApr 2011
Total AUM$70M
Discretionary$70M
Non-Disc.$0
Employees--
Clients--
DateApr 2011
Total AUM$70M
Discretionary$70M
Non-Disc.$0
Employees--
Clients--