Investment adviser · CRD 117845

FG WEALTH MANAGEMENT

Investment adviser filing (IA)

THE FOCUS GROUP ADVISORS, LLC

BARTLESVILLE, OK, United States · Form ADV filed Jun 20, 2014

Regulatory AUM
$1.23M
Form ADV · Item 5.F
Client accounts
79
Accounts, not individual clients
Employees
3
Reported in this filing
Advisory professionals
3
Investment advisory functions

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: Jun 20, 2014. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Fixed

Principal office

117 WEST FIFTH STREET, SUITE 402
BARTLESVILLE, OK, 74003, United States

CRD 117845

Filing source

Form ADV 830937 · Jun 20, 2014 · 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.