FOCUSED WEALTH MANAGEMENT, INC.

NEWBURGH, New York·3 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
3
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.

3 registered advisors
Barry Howard Brett
NEWBURGH, New York
Jacob Michael Brett
NEWBURGH, New York
Philip Joseph Deangelo
NEWBURGH, New York
05

Office Locations

NEWBURGH, New York
3 advisors

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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.