FOCUS WEALTH ADVISORS, LLC

2200 Post Oak Boulevard
Suite 1000
Houston, Texas 77056
Tel: (713) 800-7170

About FOCUS WEALTH ADVISORS, LLC

FOCUS WEALTH ADVISORS, LLC, formally registered with the SEC as FOCUS WEALTH ADVISORS, LLC. The firm was established in 01/02/2013. They have over 1 offices throughout the country.

FOCUS WEALTH ADVISORS, LLC is a Houston, Texas based Financial Planning firm with nearly $273,817,922 assets under management, offering retirement planning & investment advisory services to 355 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	165425
SEC#	801-77462
Assets Managed by Firm	$273,817,922
No. of Clients	355
No. of Advisors	1

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	355	$273,817,922
Individuals (other than high net worth individuals)	67	$32,262,426
High net worth individuals	40	$231,915,191
Corporations or other businesses	Fewer than 5 clients	$9,640,305

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