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Focus Wealth Advisors, LLC

● SEC registered since 2013CRD 165425SEC# 801-77462Houston, TX
Export (members)
Reg. AUM
$273.8M
Employees
1
Accounts
355
Location
Houston, TX

Focus Wealth Advisors, LLC assets under management

Focus Wealth Advisors, LLC is an investment advisory firm registered with the SEC based in Houston, TX. The firm has been registered since 2013. It reports $273.8 million in regulatory assets under management and employs 1 people.
www.linkedin.com/company/focus-wealth-advisorsView on SEC.gov ↗

Focus Wealth Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Annelyse D Frugoni ControlCfoUnder 5%2015
Mark Andrew Frugoni ControlManaging Member & CcoOver 75%2013

Frequently asked questions

How much does Focus Wealth Advisors, LLC manage?

Focus Wealth Advisors, LLC reports $273.8 million in regulatory assets under management on its Form ADV.

How many employees does Focus Wealth Advisors, LLC have?

Focus Wealth Advisors, LLC reports 1 employees.

Where is Focus Wealth Advisors, LLC located?

Focus Wealth Advisors, LLC is based in Houston, TX and has been SEC-registered since 2013.

Does Focus Wealth Advisors, LLC disclose fund performance?

Focus Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2200 Post Oak Boulevard, Suite 1000, Houston, TX 77056
Phone(713) 800-7170
Fax(888) 870-2138
Office hours8:00 a.m. - 5:00 p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$270.2M
Non-discretionary$3.6M
Total (RAUM)$273.8M