FOCUS WEALTH PLANNING INC

FOCUS FINANCIAL ADVISORS
ROCKFORD, Illinois·2 registered advisors·CRD# 297806
SEC# 801-1139550815-633-8844
01

Firm Overview

AUM
$127M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at FOCUS WEALTH PLANNING INC

2 registered advisors
Jon L Aldrich
ROCKFORD, Illinois
Martha L Whitman
ROCKFORD, Illinois
05

Office Locations

ROCKFORD, Illinois
2 advisors

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Data sourced from SEC Form ADV filings. FOCUS WEALTH PLANNING INC (CRD# 297806) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.