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Home > Retirement Planners > texas > addison > FOCUS 401 (K) GROUP, LLC
FOCUS 401 (K) GROUP, LLC
16415 Addison Road
Suite 312
Addison, Texas 75001
Tel: 214-373-4113
About FOCUS 401 (K) GROUP, LLC
FOCUS 401 (K) GROUP, LLC, formally registered with the SEC as FOCUS 401 (K) GROUP, LLC. The firm was established in 07/11/2014. They have over 1 offices throughout the country.
FOCUS 401 (K) GROUP, LLC is a Addison, Texas based Financial Planning firm with nearly $99,828,000 assets under management, offering retirement planning & investment advisory services to 21 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 172217 |
| SEC# | 801-80065 |
| Assets Managed by Firm | $99,828,000 |
| No. of Clients | 21 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 21 | $99,828,000 |
| Pension and profit sharing plans | 21 | $99,828,000 |
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