FOCUS PARTNERS WEALTH, LLC

Tel: 617-723-8200 One Boston Place, 11th Floor 201 Washington Street Boston, Massachusetts 02108

About FOCUS PARTNERS WEALTH, LLC

FOCUS PARTNERS WEALTH, LLC is a Boston, Massachusetts based financial advisory firm with nearly $21,472,648,180 in assets under management and provides investment advisory services for 20909 clients. There are currently 1450 financial advisors at the firm.

General Information

Firm CRD#:

159289

Firm SEC#:

801-72862

Assets Under Management:

$21,472,648,180

No. of Clients:

20909

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Selection for other advisors, Publication of periodicals and newsletters, Education seminars/workshops, Other (TAX PREP. SRVCS, DISPUTE RESOLUTION SRVCS, FAMILY OFFICE SRVCS, BUS. MGMT. SRVCS, INS. SOLUTIONS, CREDIT & CASH MGMT SOLUTIONS..)

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