FOCUS PARTNERS WEALTH, LLC

One Boston Place, 11th Floor
201 Washington Street
Boston, Massachusetts 02108
Tel: 617-723-8200

About FOCUS PARTNERS WEALTH, LLC

FOCUS PARTNERS WEALTH, LLC, formally registered with the SEC as FOCUS PARTNERS WEALTH, LLC. The firm was established in 12/07/2011. They have over 97 offices throughout the country.

FOCUS PARTNERS WEALTH, LLC is a Boston, Massachusetts based Financial Planning firm with nearly $21,472,648,180 assets under management, offering retirement planning & investment advisory services to 20909 clients. The firm is staffed with 1450 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	159289
SEC#	801-72862
Assets Managed by Firm	$21,472,648,180
No. of Clients	20909
No. of Advisors	1450

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based
Other (REV. SHARING W/ FRS AND ON ELIGIBLE CREDIT & CASH MGMT SOLUTIONS)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops
Other (TAX PREP. SRVCS, DISPUTE RESOLUTION SRVCS, FAMILY OFFICE SRVCS, BUS. MGMT. SRVCS, INS. SOLUTIONS, CREDIT & CASH MGMT SOLUTIONS..)

Firm Client Information

	No. of Clients	AUM
Firm Total	20909	$21,472,648,180
Individuals (other than high net worth individuals)	1301	$1,178,125,608
High net worth individuals	4079	$16,318,359,701
Pension and profit sharing plans	109	$485,314,430
Charitable organizations	48	$1,964,670,860
Other investment advisers	1	$76,415,378
Corporations or other businesses	37	$95,017,265

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