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 funds

The 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 230
BINGHAM 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.