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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 |
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