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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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