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PROFOCUS INCORPORATED
5010 East Warner Road
Suite 202
Phoenix, Arizona 85044-3374
Tel: 480-598-9960
About PROFOCUS INCORPORATED
PROFOCUS INCORPORATED, formally registered with the SEC as PROFOCUS INCORPORATED. The firm was established in 05/02/2022. They have over 2 offices throughout the country.
PROFOCUS INCORPORATED is a Phoenix, Arizona based Financial Planning firm with nearly $121,000,000 assets under management, offering retirement planning & investment advisory services to 227 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 113954 |
| SEC# | 801-124789 |
| Assets Managed by Firm | $121,000,000 |
| No. of Clients | 227 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other (BUSINESS MANAGEMENT SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 227 | $121,000,000 |
| Individuals (other than high net worth individuals) | 260 | $121,000,000 |
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