NEWFOCUS FINANCIAL GROUP, LLC
CRD #132578 SEC #801-63625 VANCOUVER, WA (888) 762-2423
SEC Registered Disclosures
Total AUM
$603M
Discretionary
$603M
Employees
14
Clients
251
Accounts
1,586
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2020 | $603M | $603M | $0 | 14 | 0 |
| Jun 2020 | $603M | $603M | $0 | 14 | 0 |
| Mar 2020 | $603M | $603M | $0 | 14 | 0 |
| Jan 2020 | $503.7M | $503.7M | $0 | 8 | 0 |
| Mar 2019 | $503.7M | $503.7M | $0 | 8 | 0 |
| Mar 2018 | $477.8M | $477.8M | $0 | 7 | 0 |
| Aug 2017 | $368.3M | $368.3M | $0 | 11 | 300 |
| Mar 2017 | $368.3M | $368.3M | $0 | 11 | 300 |
| Dec 2016 | $303.7M | $303.7M | $0 | 4 | 300 |
| Feb 2016 | $303.7M | $303.7M | $0 | 4 | 300 |
| Feb 2015 | $283.5M | $283.5M | $0 | 11 | 300 |
| Jul 2014 | $246.8M | $246.8M | $0 | 10 | 200 |
| Mar 2014 | $246.8M | $246.8M | $0 | 10 | 200 |
| May 2013 | $204.9M | $204.9M | $0 | 8 | 200 |
| Mar 2013 | $204.9M | $204.9M | $0 | 8 | 200 |
| Dec 2012 | $168.3M | $168.3M | $0 | 7 | 200 |
| Mar 2012 | $168.3M | $168.3M | $0 | 6 | 200 |
| Aug 2011 | $154.9M | $154.9M | $0 | 10 | -- |
| Apr 2011 | $154.9M | $154.9M | $0 | 10 | -- |
| Jan 2011 | $162M | $162M | $0 | 10 | -- |
| Dec 2010 | $162M | $162M | $0 | 10 | -- |
| Dec 2010 | $162M | $162M | $0 | 10 | -- |
| Apr 2010 | $162M | $162M | $0 | 5 | -- |
| Apr 2007 | $130M | $130M | $0 | 5 | -- |
| Nov 2005 | $26.5M | $26.5M | $0 | 5 | -- |
DateJul 2020
Total AUM$603M
Discretionary$603M
Non-Disc.$0
Employees14
Clients0
DateJun 2020
Total AUM$603M
Discretionary$603M
Non-Disc.$0
Employees14
Clients0
DateMar 2020
Total AUM$603M
Discretionary$603M
Non-Disc.$0
Employees14
Clients0
DateJan 2020
Total AUM$503.7M
Discretionary$503.7M
Non-Disc.$0
Employees8
Clients0
DateMar 2019
Total AUM$503.7M
Discretionary$503.7M
Non-Disc.$0
Employees8
Clients0
DateMar 2018
Total AUM$477.8M
Discretionary$477.8M
Non-Disc.$0
Employees7
Clients0
DateAug 2017
Total AUM$368.3M
Discretionary$368.3M
Non-Disc.$0
Employees11
Clients300
DateMar 2017
Total AUM$368.3M
Discretionary$368.3M
Non-Disc.$0
Employees11
Clients300
DateDec 2016
Total AUM$303.7M
Discretionary$303.7M
Non-Disc.$0
Employees4
Clients300
DateFeb 2016
Total AUM$303.7M
Discretionary$303.7M
Non-Disc.$0
Employees4
Clients300
DateFeb 2015
Total AUM$283.5M
Discretionary$283.5M
Non-Disc.$0
Employees11
Clients300
DateJul 2014
Total AUM$246.8M
Discretionary$246.8M
Non-Disc.$0
Employees10
Clients200
DateMar 2014
Total AUM$246.8M
Discretionary$246.8M
Non-Disc.$0
Employees10
Clients200
DateMay 2013
Total AUM$204.9M
Discretionary$204.9M
Non-Disc.$0
Employees8
Clients200
DateMar 2013
Total AUM$204.9M
Discretionary$204.9M
Non-Disc.$0
Employees8
Clients200
DateDec 2012
Total AUM$168.3M
Discretionary$168.3M
Non-Disc.$0
Employees7
Clients200
DateMar 2012
Total AUM$168.3M
Discretionary$168.3M
Non-Disc.$0
Employees6
Clients200
DateAug 2011
Total AUM$154.9M
Discretionary$154.9M
Non-Disc.$0
Employees10
Clients--
DateApr 2011
Total AUM$154.9M
Discretionary$154.9M
Non-Disc.$0
Employees10
Clients--
DateJan 2011
Total AUM$162M
Discretionary$162M
Non-Disc.$0
Employees10
Clients--
DateDec 2010
Total AUM$162M
Discretionary$162M
Non-Disc.$0
Employees10
Clients--
DateDec 2010
Total AUM$162M
Discretionary$162M
Non-Disc.$0
Employees10
Clients--
DateApr 2010
Total AUM$162M
Discretionary$162M
Non-Disc.$0
Employees5
Clients--
DateApr 2007
Total AUM$130M
Discretionary$130M
Non-Disc.$0
Employees5
Clients--
DateNov 2005
Total AUM$26.5M
Discretionary$26.5M
Non-Disc.$0
Employees5
Clients--