Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > texas > houston > FOCUS WEALTH ADVISORS, LLC
FOCUS WEALTH ADVISORS, LLC
2200 Post Oak Boulevard
Suite 1000
Houston, Texas 77056
Tel: (713) 800-7170
About FOCUS WEALTH ADVISORS, LLC
FOCUS WEALTH ADVISORS, LLC, formally registered with the SEC as FOCUS WEALTH ADVISORS, LLC. The firm was established in 01/02/2013. They have over 1 offices throughout the country.
FOCUS WEALTH ADVISORS, LLC is a Houston, Texas based Financial Planning firm with nearly $273,817,922 assets under management, offering retirement planning & investment advisory services to 355 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 165425 |
| SEC# | 801-77462 |
| Assets Managed by Firm | $273,817,922 |
| No. of Clients | 355 |
| No. of Advisors | 1 |
Fee Structure
- A percentage of AUM
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 | 355 | $273,817,922 |
| Individuals (other than high net worth individuals) | 67 | $32,262,426 |
| High net worth individuals | 40 | $231,915,191 |
| Corporations or other businesses | Fewer than 5 clients | $9,640,305 |
More Retirement Planning firms in Houston, Texas:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $749,622,475,396 | 1153 | 1166 | |
| $151,257,095,924 | 2923 | 481 | |
| $141,927,200,000 | 158 | 1036 | |
| $118,041,119,970 | 827 | 319 | |
| $112,362,200,000 | 102 | 361 |
Explore More Retirement Advisors in Houston, Texas