FOCUS Wealth Advisors

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

2200 Post Oak Blvd Ste 1000, Houston, Te...

Phone Number

(713) 800-7170

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About FOCUS Wealth Advisors

FOCUS Wealth Advisors, LLC provides financial guidance, advice, and services to individuals, families, and businesses seeking an independent and personalized alternative to large banks and institutional investment firms. Their mission is to help clients achieve clarity, simplicity, confidence, and purpose in their financial lives. The firm emphasizes a non-biased approach to wealth management. They aim to serve those looking for tailored financial solutions.Explore more
FOCUS Wealth Advisors's Social MediaPopular SearchesFocus Wealth Advisors LLCFocus Wealth Adivsors LLCFocus Wealth AdvisorsSIC Code 62,628NAICS Code 52,523Show more

FOCUS Wealth Advisors Org Chart

PhoneEmail
AF
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Chief Financial Officer

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Ric Bertsch, President at FOCUS Wealth Advisors
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President

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Client Relationship Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

FOCUS Wealth Advisors

<$5M
1-10
Private
-
2011
AF
Annelyse FrugoniChief Financial Officer
<$5M
1-10
Private
-
2014
SW
Sarah WilliamsWealth Advisor
<$5M
1-10
Private
-
2012
KC
Kelsey CaglePartner. Wealth Advisor
<$5M
1-10
Private
-
2020
BS
Barbara SambuchiSenior Private Wealth Associate
<$5M
1-10
Private
-
1995
JM
Jeffrey MurphyChief Investment Officer
<$5M
1-10
Private
-
2012
KC
Kirk CollinsFinancial Consultant
<$5M
1-10
Private
-
-
MP
Michelle PikePrincipal, Financial Planner
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

FOCUS Wealth Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

FOCUS Wealth Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about FOCUS Wealth Advisors.

FOCUS Wealth Advisors Tech Stack

A closer look at the technologies used by FOCUS Wealth Advisors

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Frequently Asked Questions Regarding FOCUS Wealth Advisors

What is FOCUS Wealth Advisors's official website?
FOCUS Wealth Advisors's official website is www.focus-wa.com
What is FOCUS Wealth Advisors's Revenue?
FOCUS Wealth Advisors's revenue is <$5 Million
What is FOCUS Wealth Advisors's SIC code?
FOCUS Wealth Advisors's SIC: 62,628
What is FOCUS Wealth Advisors's NAICS code?
FOCUS Wealth Advisors's NAICS: 52,523
How many employees does FOCUS Wealth Advisors have?
FOCUS Wealth Advisors has 1-10 employees
What industry does FOCUS Wealth Advisors belong to?
FOCUS Wealth Advisors is in the industry of: Finance, Securities Trading
What is FOCUS Wealth Advisors competition?
FOCUS Wealth Advisors top competitors include: OWL Private Wealth Advisors, Shoreline Financial Partners, Selkirk Wealth Advisors, Kassouf Wealth Advisors
What technology does FOCUS Wealth Advisors use?
Some of the popular technologies that FOCUS Wealth Advisors uses are: AppRiver, Google Cloud Web Serving, Google Cloud Platform, Adobe Typekit
Who is the CFO of FOCUS Wealth Advisors?
FOCUS Wealth Advisors's CFO is Annelyse Frugoni
How do I contact FOCUS Wealth Advisors?
FOCUS Wealth Advisors contact info: Phone number: (713) 800-7170 Website: www.focus-wa.com
What does FOCUS Wealth Advisors do?

FOCUS Wealth Advisors, LLC provides financial guidance, advice, and services to individuals, families, and businesses seeking an independent and personalized alternative to large banks and institutional investment firms. Their mission is to help clients achieve clarity, simplicity, confidence, and purpose in their financial lives. The firm emphasiz... es a non-biased approach to wealth management. They aim to serve those looking for tailored financial solutions.Read More

What are FOCUS Wealth Advisors social media links?
FOCUS Wealth Advisors Linkedin page FOCUS Wealth Advisors Twitter page
Is FOCUS Wealth Advisors a public company?
FOCUS Wealth Advisors is private company therefore does not currently have an official ticker symbol
See more information about FOCUS Wealth Advisors

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