FOCUS WEALTH PLANNING INC

FOCUS WEALTH PLANNING INC of ROCKFORD, IL is an SEC-registered investment adviser (CRD 297806). Regulatory assets under management: $127.4M.

Registration

• CRD: 297806
• SEC file number: 801-113955
• Type: Registered investment adviser
• Location: 6870 ROTE ROAD, SUITE 101, ROCKFORD, IL, 61107-2690
• Phone: 815-633-8844
• Latest filing: 2024-03-21
• Regulatory AUM: $127.4M
• Discretionary AUM: $127.4M
• Clients: 3
• Accounts: 172

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 297806 on SEC IAPD (source of record)
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