FOCUSED WEALTH MANAGEMENT, INC.

NEWBURGH, New York·4 registered advisors·CRD# 154828
SEC# 801-718600845-691-4035
01

Firm Overview

AUM
$1.2B
Regulatory assets under management
Employees
18
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at FOCUSED WEALTH MANAGEMENT, INC.

4 registered advisors
Barry Howard Brett
NEWBURGH, New York
Jacob Michael Brett
NEWBURGH, New York
Julie Ann Wittenberg
HIGHLAND, New York
Philip Joseph Deangelo
NEWBURGH, New York
05

Office Locations

NEWBURGH, New York
3 advisors
HIGHLAND, New York
1 advisor

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Data sourced from SEC Form ADV filings. FOCUSED WEALTH MANAGEMENT, INC. (CRD# 154828) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.