Unclaimed Profile

David N Elan

INCOME FOCUS PORTFOLIO MANAGEMENT, LLC·JACKSON, Wyoming

Series 3, Series 7, Series 63, Series 65Clean record23 years registeredINCOME FOCUS PORTFOLIO MANAGEMENT, LLC

1110 MAPLE WAY, JACKSON, WY 83001CRD# 3107755Firm CRD# 165477

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David N Elan · JACKSON, WY

Registration

CRD #3107755 · INCOME FOCUS PORTFOLIO MANAGEMENT, LLC · 23 years registered

Brand Profile

Not yet started

Career History

INCOME FOCUS PORTFOLIO MANAGEMENT

Oct 2012 – present

WINDWARD INVESTMENT MANAGEMENT INC

Dec 2003 – Nov 2010

BOSTON, MA

ERNST & YOUNG INVESTMENT ADVISERS LLP

Dec 2002 – Jun 2003

BOSTON, MA

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 63

Series 65

Registration record

First registered · December 9, 2002

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

INCOME FOCUS PORTFOLIO MANAGEMENT, LLC

CRD 165477 · SEC 801-77168

AUM

$294M

Regulatory assets under management

Employees

555 client accounts

Services offered by INCOME FOCUS PORTFOLIO MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at INCOME FOCUS PORTFOLIO MANAGEMENT, LLC →

Introduction

Speak with David

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if David is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in JACKSON?

Browse all registered financial advisors in JACKSON, Wyoming or claim this profile if it's yours.

Browse JACKSON Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does David N Elan offer?

David N Elan specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in JACKSON, Wyoming for a consultation.

What are David N Elan's credentials?

David N Elan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David N Elan located?

David N Elan is based in JACKSON, Wyoming, working with INCOME FOCUS PORTFOLIO MANAGEMENT, LLC. Their office serves clients in the JACKSON metropolitan area and surrounding communities.

How does David N Elan charge for services?

David N Elan's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INCOME FOCUS PORTFOLIO MANAGEMENT, LLC?

INCOME FOCUS PORTFOLIO MANAGEMENT, LLC has approximately 3 employees and manages $294M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →