Focused Up Financial, LLC
Firm details
- Headquarters
- ,
- CRD number
- 293504
- Website
- www.focusedupfinancial.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI62.27%
- Individuals37.73%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Focused Up Financial, LLC is an independent, Illinois-registered limited liability company that serves individual and family clients. The firm is owned by an individual and operates as a capital allocator, combining financial planning and portfolio management for individuals and small businesses with manager selection and educational workshops. Its fee arrangements include a percentage of assets under management as well as hourly and fixed-fee engagements. The firm is not positioned as an active ESG investor and is not registered to operate across multiple states.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds73%
- US Government Bonds16%
- Cash & Cash Equivalents8%
- Exchange Traded Equities3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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