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Barry Howard Brett

FOCUSED WEALTH MANAGEMENT, INC.·NEWBURGH, New York
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11 BALMVILLE RD., NEWBURGH, NY 12550-1911CRD# 2482829Firm CRD# 154828
01

About

Barry Howard Brett is a registered financial advisor based in NEWBURGH, New York, affiliated with FOCUSED WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
FOCUSED WEALTH MANAGEMENT, INC.
FOCUSED WEALTH MANAGEMENT, INC.
AUM
$1.2B
Regulatory assets under management
Employees
18
Total firm employees
View all advisors at FOCUSED WEALTH MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2482829
Firm CRD# 154828
3 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Barry Howard Brett offer?
Barry Howard Brett specializes in Financial Planning, Investment Management. Contact their office in NEWBURGH, New York for a consultation.
What are Barry Howard Brett's credentials?
Barry Howard Brett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Barry Howard Brett located?
Barry Howard Brett is based in NEWBURGH, New York, working with FOCUSED WEALTH MANAGEMENT, INC.. Their office serves clients in the NEWBURGH metropolitan area and surrounding communities.
How does Barry Howard Brett charge for services?
Barry Howard Brett's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FOCUSED WEALTH MANAGEMENT, INC.?
FOCUSED WEALTH MANAGEMENT, INC. has approximately 18 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in NEWBURGH
Davide Nmn Digenova — RBT WEALTH LLCIta M. Rahilly — RBT WEALTH LLCPhilip Joseph Deangelo — FOCUSED WEALTH MANAGEMENT, INC.Jonathan Rouis — RBT WEALTH LLCJacob Michael Brett — FOCUSED WEALTH MANAGEMENT, INC.
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