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Focuspoint Solutions, Inc.
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Overview Share
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Portland, Oregon
$4.0 billion AUM
1 office

Focuspoint Solutions, Inc. is based in Portland, Oregon and has $4.0 billion in assets under management.

Location
3395 SW Garden View Avenue
Portland, OR 97225
$4.0 billion
AUM
31
Employees
AUM Share
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$3,977,352,800
Assets under management
24,048 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 23,620 $3,192,121,604 80% $135,145
High net worth individuals 303 $631,587,451 16% $2,084,447
Banking or thirft institutions Fewer than 5 clients $22,869,650
Pension and profit sharing plans 58 $38,139,378 1% $657,575
Charitable organizations 16 $4,284,678 0% $267,792
Other corporations or businesses 50 $88,350,039 2% $1,767,001
Employees Share
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31
Employees
AUM per employee Share
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$3,977,352,800
Assets under management
$128,301,703
AUM per employee
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Compensation

Focuspoint Solutions, Inc. makes money through the following ways:

  • Percentage of AUM
  • Fixed fees
Services offered

Focuspoint Solutions, Inc. provides the following services:

  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Turnkey asset management for ria's
Firm data Share
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CRD number 131,195
SEC number 801-63028
Legal structure Corporation
Legal governance Oregon, United States
Latest ADV filing date March 27, 2020

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