FOCUS WEALTH PLANNING INC
Legal name: FOCUS FINANCIAL ADVISORS
CRD #297806 SEC #801-113955 ROCKFORD, IL 815-633-8844
SEC Registered
Total AUM
$127.4M
Discretionary
$127.4M
Employees
3
Clients
51
Accounts
172
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $127.4M | $127.4M | $0 | 3 | 6 |
| Mar 2023 | $114.4M | $114.4M | $0 | 3 | 6 |
| Mar 2022 | $130.1M | $130.1M | $0 | 3 | 6 |
| Jun 2021 | $115.5M | $115.5M | $0 | 3 | 6 |
| Mar 2021 | $115.5M | $115.5M | $0 | 3 | 6 |
| Jul 2020 | $109.7M | $109.7M | $0 | 3 | 6 |
| Mar 2020 | $109.7M | $109.7M | $0 | 3 | 6 |
| Oct 2019 | $94.5M | $94.5M | $0 | 3 | 4 |
| Mar 2019 | $94.5M | $94.5M | $0 | 3 | 4 |
| Aug 2018 | $99.4M | $99.4M | $0 | 3 | 3 |
DateMar 2024
Total AUM$127.4M
Discretionary$127.4M
Non-Disc.$0
Employees3
Clients6
DateMar 2023
Total AUM$114.4M
Discretionary$114.4M
Non-Disc.$0
Employees3
Clients6
DateMar 2022
Total AUM$130.1M
Discretionary$130.1M
Non-Disc.$0
Employees3
Clients6
DateJun 2021
Total AUM$115.5M
Discretionary$115.5M
Non-Disc.$0
Employees3
Clients6
DateMar 2021
Total AUM$115.5M
Discretionary$115.5M
Non-Disc.$0
Employees3
Clients6
DateJul 2020
Total AUM$109.7M
Discretionary$109.7M
Non-Disc.$0
Employees3
Clients6
DateMar 2020
Total AUM$109.7M
Discretionary$109.7M
Non-Disc.$0
Employees3
Clients6
DateOct 2019
Total AUM$94.5M
Discretionary$94.5M
Non-Disc.$0
Employees3
Clients4
DateMar 2019
Total AUM$94.5M
Discretionary$94.5M
Non-Disc.$0
Employees3
Clients4
DateAug 2018
Total AUM$99.4M
Discretionary$99.4M
Non-Disc.$0
Employees3
Clients3