Profile: Focus Financial Partners Inc (FOCS.OQ)
Focus Financial Partners Inc., incorporated on July 29, 2015, is a wealth management firm that operates in the registered investment advisor industry. The Company is formed of partnerships between independent fiduciaries and entrepreneurs, and partner firms. The Company provides wealth management services that include financial planning, tax planning and preparation, estate planning, financial counseling, asset allocation, manager selection, security selection, and centralized asset management. The Company offers its services to high net worth individuals, families and business entities on a recurring fee-based model.
Through the partner firms, the Company offers wealth management services across a diverse range of asset classes. It has over 50 partner firms that include StrategicPoint, HoyleCohen, Resnick Advisors, Sentinel Benefits & Financial Group, Buckingham, Greystone, Pettinga, Sapient Private Wealth Management, Crestwood Advisors, and Eton Advisors. The Company also provides its partner firms with value-added services that include marketing and business development, operational and technology enhancements, legal and compliance support, talent management, and succession planning.
Focus Financial Partners Inc
875 3rd Ave Fl 28
NEW YORK NY 10022-6220