INCOME FOCUS PORTFOLIO MANAGEMENT, LLC
Legal name: INCOME FOCUS PORTFOLIO MANAGEMENT
CRD #165477 SEC #801-77168 JACKSON, WY 307-733-5100
SEC Registered
Total AUM
$334.1M
Discretionary
$334.1M
Employees
3
Clients
--
Accounts
272
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $334.1M | $334.1M | $0 | 3 | 0 |
| Apr 2024 | $293.5M | $293.5M | $0 | 3 | 0 |
| Jan 2024 | $293.5M | $293.5M | $0 | 3 | 0 |
| Feb 2023 | $245M | $245M | $0 | 3 | 0 |
| Jul 2022 | $224.6M | $224.6M | $0 | 3 | 0 |
| Mar 2022 | $224.6M | $224.6M | $0 | 3 | 0 |
| Feb 2022 | $224.6M | $224.6M | $0 | 3 | 0 |
| Feb 2021 | $184.3M | $184.3M | $0 | 3 | 0 |
| Feb 2021 | $184.3M | $184.3M | $0 | 3 | 0 |
| Dec 2020 | $144.9M | $144.9M | $0 | 2 | 0 |
| Nov 2020 | $144.9M | $144.9M | $0 | 2 | 0 |
| Jun 2020 | $144.9M | $144.9M | $0 | 2 | 0 |
| Feb 2020 | $144.9M | $144.9M | $0 | 2 | 0 |
| Nov 2019 | $123.2M | $123.2M | $0 | 2 | 0 |
| Feb 2019 | $123.2M | $123.2M | $0 | 2 | 0 |
| Apr 2018 | $127.2M | $127.2M | $0 | 3 | 0 |
| Feb 2018 | $127.2M | $127.2M | $0 | 3 | 0 |
| Jul 2017 | $98.7M | $98.7M | $0 | 2 | 133 |
DateJan 2025
Total AUM$334.1M
Discretionary$334.1M
Non-Disc.$0
Employees3
Clients0
DateApr 2024
Total AUM$293.5M
Discretionary$293.5M
Non-Disc.$0
Employees3
Clients0
DateJan 2024
Total AUM$293.5M
Discretionary$293.5M
Non-Disc.$0
Employees3
Clients0
DateFeb 2023
Total AUM$245M
Discretionary$245M
Non-Disc.$0
Employees3
Clients0
DateJul 2022
Total AUM$224.6M
Discretionary$224.6M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$224.6M
Discretionary$224.6M
Non-Disc.$0
Employees3
Clients0
DateFeb 2022
Total AUM$224.6M
Discretionary$224.6M
Non-Disc.$0
Employees3
Clients0
DateFeb 2021
Total AUM$184.3M
Discretionary$184.3M
Non-Disc.$0
Employees3
Clients0
DateFeb 2021
Total AUM$184.3M
Discretionary$184.3M
Non-Disc.$0
Employees3
Clients0
DateDec 2020
Total AUM$144.9M
Discretionary$144.9M
Non-Disc.$0
Employees2
Clients0
DateNov 2020
Total AUM$144.9M
Discretionary$144.9M
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$144.9M
Discretionary$144.9M
Non-Disc.$0
Employees2
Clients0
DateFeb 2020
Total AUM$144.9M
Discretionary$144.9M
Non-Disc.$0
Employees2
Clients0
DateNov 2019
Total AUM$123.2M
Discretionary$123.2M
Non-Disc.$0
Employees2
Clients0
DateFeb 2019
Total AUM$123.2M
Discretionary$123.2M
Non-Disc.$0
Employees2
Clients0
DateApr 2018
Total AUM$127.2M
Discretionary$127.2M
Non-Disc.$0
Employees3
Clients0
DateFeb 2018
Total AUM$127.2M
Discretionary$127.2M
Non-Disc.$0
Employees3
Clients0
DateJul 2017
Total AUM$98.7M
Discretionary$98.7M
Non-Disc.$0
Employees2
Clients133