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
- Individuals75.72%
- HNWI24.28%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Focused Up Financial, LLC is an independent registered investment advisor that operates as a limited liability company. The firm primarily serves individual and family clients, offering a range of financial planning services and portfolio management tailored to the needs of individuals and small businesses. The firm is owned by an individual and is classified as a capital allocator, indicating a focus on managing and allocating client assets effectively. Their fee structure includes hourly charges and fixed fees, allowing for flexibility in client engagements. The firm does not actively engage in ESG investing and is not a multi-state adviser.
Assets & Accounts
Public Holdings
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 Funds76%
- US Government Bonds12%
- Cash & Cash Equivalents7%
- Exchange Traded Equities5%
Contacts
1 of 1
Charles Horonzy
Owner / Financial PlannerCRD 6926600
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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