FOCUSPOINT SOLUTIONS, INC.
Firm details
- Headquarters
- PORTLAND, Oregon
- CRD number
- 131195
- Registered since
- April 29, 2004
- Website
- www.focuspointsolutions.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Other Investment Advisers100%
- Services
- Portfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Focuspoint Solutions, Inc. operates as a corporation and has been registered with the SEC since 2004. The firm primarily serves institutional clients, providing portfolio management services and selecting other advisers as part of its advisory activities. It is classified as an unclassified entity and is recognized as a capital allocator. The firm employs a fee structure based on a percentage of assets under management (AUM) and fixed fees. Focuspoint Solutions, Inc. does not actively engage in ESG investing and is not classified as a pension consultant.
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 Funds65%
- Exchange Traded Equities20%
- Cash & Cash Equivalents12%
- US Government Bonds1%
- State & Local Bonds1%
Contacts
1 of 1CHRISTOPHER HICKS
PresidentCRD 3231318
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PORTLAND, OR
WASHINGTON
Location
PORTLAND, OR
Headquartered in PORTLAND, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- WASHINGTON
- Address
- 3395 SW Garden View Ave
- Time zone
- PT (UTC-8)
- Office locations
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