Investment adviser · CRD 126970
FOCUS FINANCIAL PLANNING, LLC
Investment adviser filing (IA)
BINGHAM FARMS, MI, United States · Form ADV filed Mar 27, 2012
- Regulatory AUM
- $35.1M Form ADV · Item 5.F
- Client accounts
- 126 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 27, 2012. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
32100 TELEGRAPH ROAD, SUITE 230BINGHAM FARMS, MI, 48025, United States
CRD 126970
Filing source
Form ADV 632114 · Mar 27, 2012 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.