LP Profile

FocusPoint Solutions

Also known as focuspoint solutions

Wealth ManagerPortland, United StatesFounded 2004
Portland
Headquarters
Investment Focus

About FocusPoint Solutions

FocusPoint Solutions is a wealth manager based in Portland, US. Founded in 2004.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to FocusPoint Solutions from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$6.8B
Total Clients
31,647
Filing Date
June 9, 2025
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to FocusPoint Solutions across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is FocusPoint Solutions?

FocusPoint Solutions is a wealth manager based in Portland, United States.

Where is FocusPoint Solutions headquartered?

FocusPoint Solutions is headquartered in Portland, United States.

When was FocusPoint Solutions founded?

FocusPoint Solutions was founded in 2004.

How can I contact FocusPoint Solutions?

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