PROFOCUS INCORPORATED

5010 East Warner Road
Suite 202
Phoenix, Arizona 85044-3374
Tel: 480-598-9960

About PROFOCUS INCORPORATED

PROFOCUS INCORPORATED, formally registered with the SEC as PROFOCUS INCORPORATED. The firm was established in 05/02/2022. They have over 2 offices throughout the country.

PROFOCUS INCORPORATED is a Phoenix, Arizona based Financial Planning firm with nearly $121,000,000 assets under management, offering retirement planning & investment advisory services to 227 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	113954
SEC#	801-124789
Assets Managed by Firm	$121,000,000
No. of Clients	227
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Other (BUSINESS MANAGEMENT SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	227	$121,000,000
Individuals (other than high net worth individuals)	260	$121,000,000

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