Focus Point Solutions, Inc is a large advisory firm based in Portland. It manages $2.9 billion of regulatory assets for 20,468 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Colorado, Connecticut, Illinois, and 3 other states.
Focus Point Solutions provides portfolio management for businesses and institutional clients, selection of other advisers, and turnkey asset management for ria's. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Focus Point Solutions, Inc is $2.9 billion. The firm's AUM has grown by 4856% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Focus Point Solutions, Inc for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Brent Steven Hicks is individuals with 8,132 clients and $2.06 billion of assets under management. Among the 10 most similar advisory firms, Focus Point Solutions has the 2nd highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $2.9 billion for 8,608 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Focus Point Solutions doesn't advise any private funds.
The company employs 28 people that are either part- or full-time employees. 4 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Brent Steven Hicks has been acting as President since 1 Mar 2004. Philip Clifford Diamond has served as the Chief Investment Officer since 1 Mar 2004. Todd Kiyoshi Sakoda joined the executive team most recently as the Chief Operating Officer.
The principal office where Focus Point Solutions, Inc performs its advisory services is located at 3395 Sw Garden View Avenue, Portland, OR 97225, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 503-445-1957 or by fax 503-292-5863. The normal business hours are 8:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at focuspointsolutions.com.