NEWFOCUS FINANCIAL GROUP, LLC

VANCOUVER, Washington·2 registered advisors·CRD# 132578
SEC# 801-636251(888) 762-2423
01

Firm Overview

AUM
$603M
Regulatory assets under management
Employees
14
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
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at NEWFOCUS FINANCIAL GROUP, LLC

2 registered advisors
Chad Mitchell Burton
VANCOUVER, Washington
Robert Francis Black
VANCOUVER, Washington
05

Office Locations

VANCOUVER, Washington
2 advisors

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Data sourced from SEC Form ADV filings. NEWFOCUS FINANCIAL GROUP, LLC (CRD# 132578) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.