FOCUSED ALPHA, LLC

1401 Lawrence Street
Suite 1600
Denver, Colorado 80202
Tel: 303-529-5100

About FOCUSED ALPHA, LLC

FOCUSED ALPHA, LLC, formally registered with the SEC as FOCUSED ALPHA, LLC. The firm was established in 06/02/2021. They have over 3 offices throughout the country.

FOCUSED ALPHA, LLC is a Denver, Colorado based Financial Planning firm with nearly $306,767,401 assets under management, offering retirement planning & investment advisory services to 816 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	310591
SEC#	801-121367
Assets Managed by Firm	$306,767,401
No. of Clients	816
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Commission Based

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	816	$306,767,401
Individuals (other than high net worth individuals)	150	$38,593,079
High net worth individuals	65	$161,112,329

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