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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 $5,001,681,150 assets under management, offering retirement planning & investment advisory services to 27667 clients. The firm is staffed with 40 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 131195 |
| SEC# | 801-63028 |
| Assets Managed by Firm | $5,001,681,150 |
| No. of Clients | 27667 |
| No. of Advisors | 40 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Other (TURNKEY ASSET MANAGEMENT FOR RIA'S)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 27667 | $5,001,681,150 |
| Other investment advisers | 38 | $5,001,681,150 |
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