PPrivate Fund Data Log in Join · $37/mo

Focus Financial Partners, Inc.

MemberSummit Financial Wealth Advisors, LLC

About Focus Financial Partners, Inc.

Focus Financial Partners, Inc. is listed as Member at Summit Financial Wealth Advisors, LLC in Lafayette, LA. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Summit Financial Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule B

Frequently asked questions

Where does Focus Financial Partners, Inc. work?

Focus Financial Partners, Inc. is listed as Member at Summit Financial Wealth Advisors, LLC on SEC Form ADV.

How much of Summit Financial Wealth Advisors, LLC does Focus Financial Partners, Inc. own?

Form ADV reports a beneficial ownership band of Over 75%.

Summit Financial Wealth Advisors, LLC

TitleMember
OwnershipOver 75%
Control personYes
Since2018