Focused Alpha Wealth Management

Finance · Colorado, United States · 1-10 Employees

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Overview

Headquarters

1401 Lawrence St Ste 1600, Denver, Color...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Focused Alpha Wealth Management

Focused Alpha is an independent financial advisory firm based in Denver, CO, dedicated to improving the lives of its clients through sound financial advice. The firm offers a range of services including financial planning, investment management, institutional consulting, charitable giving, and wealth management. With a client-first philosophy and a fiduciary commitment, Focused Alpha provides customized, data-driven advice tailored to individual goals and objectives. Their approach emphasizes transparency, comprehensive planning, and partnerships with subject matter experts to ensure clients receive the best possible guidance.Explore more
Focused Alpha Wealth Management's Social MediaPopular SearchesFocused Alpha Wealth ManagementFocused AlphaSIC Code 62,628NAICS Code 52,523Show more

Focused Alpha Wealth Management Org Chart

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Daniel Barotz, President & Senior Advisor at Focused Alpha Wealth Management
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President & Senior Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Focused Alpha Wealth Mana...

<$5M
1-10
Private
-
2021
Daniel Barotz, President & Senior Advisor at Focused Alpha Wealth Management
Daniel BarotzPresident & Senior Advisor
$7.6M
11-50
Private
-
2002
DT
Diane TinneyGeneral Manager
$5M
11-50
Private
-
2012
BC
Benjamin ColesChief Development Officer (Cdo)
<$5M
11-50
Private
-
2015
Kendall King, Founder & Chief Executive Officer at Castlepoint Wealth Advisors
Kendall KingFounder & CEO
<$5M
1-10
Private
-
2005
CC
Connie CarrStaff Associate
<$5M
1-10
Private
-
2010
Yvonne Gough, Chief Operating Officer & Senior Relationship Manager at Middleburg Wealth Management
Yvonne GoughChief Operating Officer & Senior Relationship Manager
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Focused Alpha Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Focused Alpha Wealth Management Tech Stack

A closer look at the technologies used by Focused Alpha Wealth Management

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Frequently Asked Questions Regarding Focused Alpha Wealth Management

What is Focused Alpha Wealth Management's official website?
Focused Alpha Wealth Management's official website is www.focusedalpha.com
What is Focused Alpha Wealth Management's Revenue?
Focused Alpha Wealth Management's revenue is <$5 Million
What is Focused Alpha Wealth Management's SIC code?
Focused Alpha Wealth Management's SIC: 62,628
What is Focused Alpha Wealth Management's NAICS code?
Focused Alpha Wealth Management's NAICS: 52,523
How many employees does Focused Alpha Wealth Management have?
Focused Alpha Wealth Management has 1-10 employees
What industry does Focused Alpha Wealth Management belong to?
Focused Alpha Wealth Management is in the industry of: Finance, Securities Trading
What is Focused Alpha Wealth Management competition?
Focused Alpha Wealth Management top competitors include: Dowd Financial Group, Alliance Wealth Advisors, Middleburg Wealth Management, Castlepoint Wealth Advisors
What technology does Focused Alpha Wealth Management use?
Some of the popular technologies that Focused Alpha Wealth Management uses are: Fidelity, Microsoft 365, GoDaddy DNS, UIkit
What does Focused Alpha Wealth Management do?

Focused Alpha is an independent financial advisory firm based in Denver, CO, dedicated to improving the lives of its clients through sound financial advice. The firm offers a range of services including financial planning, investment management, institutional consulting, charitable giving, and wealth management. With a client-first philosophy and a... fiduciary commitment, Focused Alpha provides customized, data-driven advice tailored to individual goals and objectives. Their approach emphasizes transparency, comprehensive planning, and partnerships with subject matter experts to ensure clients receive the best possible guidance.Read More

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

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