Focused Wealth Management
Finance · New York, United States · 11-50 Employees
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Overview
Headquarters
11 Balmville Rd, Newburgh, New York, 125...Phone Number
(845) 691-4035Website
www.focusedwealthmgmt.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
Feb
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ZI Rank
1
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2
2
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1
About Focused Wealth Management
Focused Wealth Management is an SEC Registered Investment Advisory firm established in 1994, dedicated to providing asset management solutions and services to clients including high net worth individuals, foundation boards, and retirement plan sponsors. With over 150 years of combined financial experience, the firm focuses on tailored investment strategies that encompass portfolio construction and risk management. The firm aims to assist clients in achieving their financial goals through a comprehensive approach to wealth management. Focused Wealth Management operates as a branch office of Osaic Wealth, Inc., enhancing its service offerings as a registered broker/dealer.Explore more
Focused Wealth Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Focused Wealth Management
<$5M
11-50
Private
-
1994
JL
Justine LeaseController & Client Solutions Associate
Company Profile Activity
Activity Insights
Focused Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
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Focused Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Focused Wealth Management.
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Focused Wealth Management is an SEC Registered Investment Advisory firm established in 1994, dedicated to providing asset management solutions and services to clients including high net worth individuals, foundation boards, and retirement plan sponsors. With over 150 years of combined financial experience, the firm focuses on tailored investment st... Read More
