FOCUS 401 (K) GROUP, LLC
CRD #172217 SEC #801-80065 ADDISON, TX 214-373-4113
SEC Registered
Total AUM
$99.8M
Discretionary
$99.8M
Employees
2
Clients
--
Accounts
21
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $99.8M | $99.8M | $0 | 2 | 25 |
| Jan 2024 | $93.2M | $93.2M | $0 | 2 | 25 |
| Mar 2023 | $77.5M | $77.5M | $0 | 2 | 29 |
| Jan 2023 | $77.5M | $77.5M | $0 | 2 | 29 |
| Jan 2022 | $97.8M | $97.8M | $0 | 2 | 29 |
| Jan 2021 | $91M | $91M | $0 | 2 | 54 |
| May 2020 | $2M | $2M | $0 | 2 | 54 |
| Jan 2020 | $2M | $2M | $0 | 2 | 54 |
| Jan 2019 | $400K | $400K | $0 | 2 | 0 |
| Jan 2016 | $0 | $0 | $0 | 2 | 26 |
| Jan 2015 | $207.1M | $0 | $207.1M | 2 | 0 |
| Nov 2014 | $179.7M | $0 | $179.7M | 2 | 0 |
| Sep 2014 | $179.7M | $0 | $179.7M | 2 | 0 |
| Jul 2014 | $0 | $0 | $0 | 2 | 0 |
DateJan 2025
Total AUM$99.8M
Discretionary$99.8M
Non-Disc.$0
Employees2
Clients25
DateJan 2024
Total AUM$93.2M
Discretionary$93.2M
Non-Disc.$0
Employees2
Clients25
DateMar 2023
Total AUM$77.5M
Discretionary$77.5M
Non-Disc.$0
Employees2
Clients29
DateJan 2023
Total AUM$77.5M
Discretionary$77.5M
Non-Disc.$0
Employees2
Clients29
DateJan 2022
Total AUM$97.8M
Discretionary$97.8M
Non-Disc.$0
Employees2
Clients29
DateJan 2021
Total AUM$91M
Discretionary$91M
Non-Disc.$0
Employees2
Clients54
DateMay 2020
Total AUM$2M
Discretionary$2M
Non-Disc.$0
Employees2
Clients54
DateJan 2020
Total AUM$2M
Discretionary$2M
Non-Disc.$0
Employees2
Clients54
DateJan 2019
Total AUM$400K
Discretionary$400K
Non-Disc.$0
Employees2
Clients0
DateJan 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients26
DateJan 2015
Total AUM$207.1M
Discretionary$0
Non-Disc.$207.1M
Employees2
Clients0
DateNov 2014
Total AUM$179.7M
Discretionary$0
Non-Disc.$179.7M
Employees2
Clients0
DateSep 2014
Total AUM$179.7M
Discretionary$0
Non-Disc.$179.7M
Employees2
Clients0
DateJul 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0