NEWFOCUS FINANCIAL GROUP, LLC

NEWFOCUS FINANCIAL GROUP, LLC of VANCOUVER, WA is an SEC-registered investment adviser (CRD 132578). Regulatory assets under management: $603.0M.

Registration

• CRD: 132578
• SEC file number: 801-63625
• Type: Registered investment adviser
• Location: 410 WEST 12TH STREET, VANCOUVER, WA, 98660
• Phone: (888) 762-2423
• Latest filing: 2020-07-08
• Regulatory AUM: $603.0M
• Discretionary AUM: $603.0M
• Clients: 14
• Accounts: 1,586

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 132578 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search