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James Edward Mathias

FOCUS FINANCIAL PLANNING, LLC·BINGHAM FARMS, Michigan
Unclaimed Profile
32100 TELEGRAPH ROAD, BINGHAM FARMS, MI 48025CRD# 1180474Firm CRD# 126970
01

About

James Edward Mathias is a registered financial advisor based in BINGHAM FARMS, Michigan, affiliated with FOCUS FINANCIAL PLANNING, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FOCUS FINANCIAL PLANNING, LLC
FOCUS FINANCIAL PLANNING, LLC
AUM
$35M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at FOCUS FINANCIAL PLANNING, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: VARYING FEES FOR SEMINARS AND EDUCATIONAL CLASSES
Regulatory
SEC/IARD CRD# 1180474
Firm CRD# 126970
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Edward Mathias offer?
James Edward Mathias specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BINGHAM FARMS, Michigan for a consultation.
What are James Edward Mathias's credentials?
James Edward Mathias is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Edward Mathias located?
James Edward Mathias is based in BINGHAM FARMS, Michigan, working with FOCUS FINANCIAL PLANNING, LLC. Their office serves clients in the BINGHAM FARMS metropolitan area and surrounding communities.
How does James Edward Mathias charge for services?
James Edward Mathias's firm is compensated through percentage of aum, hourly charges, subscription fees, other: varying fees for seminars and educational classes. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FOCUS FINANCIAL PLANNING, LLC?
FOCUS FINANCIAL PLANNING, LLC has approximately 1 employees and manages $35M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)SOUTHFIELD (139)ANN ARBOR (109)BIRMINGHAM (97)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideBIRMINGHAM Guide
Research
Advisor Fees in MichiganNational Fee Analysis
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