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FOCUS PLANNING GROUP

FOCUS PLANNING GROUP, LLC

CRD 281231 · SEC 801-132810

Visit website

NY, United States

Phone

631-714-6869

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$41.8M

Discretionary AUM

$41.8M

Team

1 total employees; 1 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-09

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Educational seminarsINVESTMENT CONSULTATION SERVICES

Client types

TypeClientsAUM
Individuals75$17.8M
High net worth individuals7$24.0M

States served

NY, TX

All web addresses on file

Official SEC filing: View on IAPD