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Home > Retirement Planners > new york > newburgh > FOCUSED WEALTH MANAGEMENT, INC.
FOCUSED WEALTH MANAGEMENT, INC.
11 Balmville Rd.
Suite 2 North
Newburgh, New York 12550-1911
Tel: 845-691-4035
About FOCUSED WEALTH MANAGEMENT, INC.
FOCUSED WEALTH MANAGEMENT, INC, formally registered with the SEC as FOCUSED WEALTH MANAGEMENT, INC. The firm was established in 11/05/2010. They have over 1 offices throughout the country.
FOCUSED WEALTH MANAGEMENT, INC. is a Newburgh, New York based Financial Planning firm with nearly $1,183,645,956 assets under management, offering retirement planning & investment advisory services to 1980 clients. The firm is staffed with 19 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 154828 |
| SEC# | 801-71860 |
| Assets Managed by Firm | $1,183,645,956 |
| No. of Clients | 1980 |
| No. of Advisors | 19 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
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 | 1980 | $1,183,645,956 |
| Individuals (other than high net worth individuals) | 1329 | $246,459,283 |
| High net worth individuals | 231 | $426,667,365 |
| Pension and profit sharing plans | 89 | $451,603,083 |
| Charitable organizations | 3 | $4,352,343 |
| Corporations or other businesses | 17 | $48,754,385 |
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