Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > oregon > portland > FOCUSPOINT SOLUTIONS, INC.
FOCUSPOINT SOLUTIONS, INC.
3395 Sw Garden View Avenue
Portland, Oregon 97225
Tel: 503-445-1957
About FOCUSPOINT SOLUTIONS, INC.
FOCUSPOINT SOLUTIONS, INC, formally registered with the SEC as FOCUSPOINT SOLUTIONS, INC. The firm was established in 04/29/2004. They have over 1 offices throughout the country.
FOCUSPOINT SOLUTIONS, INC. is a Portland, Oregon based Financial Planning firm with nearly $4,726,374,064 assets under management, offering retirement planning & investment advisory services to 28297 clients. The firm is staffed with 43 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 131195 |
| SEC# | 801-63028 |
| Assets Managed by Firm | $4,726,374,064 |
| No. of Clients | 28297 |
| No. of Advisors | 43 |
Fee Structure
- A Percentage of AUM
- Fixed Fees
Advisory Services Provided
- Portfolio Management for Business
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 28297 | $4,726,374,064 |
| Other investment advisers | 69 | $4,726,374,064 |
More Retirement Planning firms in Portland, Oregon:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $16,725,387,863 | 63 | 8 | |
| $16,214,303,154 | 116850 | 82 | |
| $13,067,305,312 | 425 | 37 | |
| $7,145,593,038 | 3808 | 55 | |
| $5,476,500,419 | 995 | 17 |
Explore More Retirement Advisors in Portland, Oregon