FOCUS INVESTMENT ADVISORS, INC

514 Via De La Valle
Suite 200
Solana Beach, California 92075
Tel: 760-230-1880

About FOCUS INVESTMENT ADVISORS, INC

FOCUS INVESTMENT ADVISORS, INC, formally registered with the SEC as FOCUS INVESTMENT ADVISORS, INC. The firm was established in 04/10/2000. They have over 1 offices throughout the country.

FOCUS INVESTMENT ADVISORS, INC is a Solana Beach, California based Financial Planning firm with nearly $780,217,800 assets under management, offering retirement planning & investment advisory services to 181 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	109970
SEC#	801-57176
Assets Managed by Firm	$780,217,800
No. of Clients	181
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	181	$780,217,800
Individuals (other than high net worth individuals)	40	$150,550,000
High net worth individuals	115	$24,560,000
Pension and profit sharing plans	20	$225,680,000

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