| Name | Title | Ownership | Since |
|---|---|---|---|
| Joseph Anthony Carbone Control | Managing Member/Chief Compliance Officer/Financial Planner | Over 75% | 2002 |
Focus Planning Group, LLC reports $35.6 million in regulatory assets under management on its Form ADV.
Focus Planning Group, LLC reports 1 employees.
Focus Planning Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | 631-714-6869 |
| Office hours | By Appointment |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
| Discretionary | $35.6M |
| Non-discretionary | $0 |
| Total (RAUM) | $35.6M |