Description: Focus Financial Partners Inc. is a wealth management firm that operates in the registered investment advisor industry. The Company is formed of partnerships between independent fiduciaries and entrepreneurs, and partner firms. The Company provides wealth management services that include financial planning, tax planning and preparation, estate planning, financial counseling, asset allocation, manager selection, security selection, and centralized asset management. The Company offers its services to high net worth individuals, families and business entities on a recurring fee-based model. Through the partner firms, the Company offers wealth management services across a diverse range of asset classes. It has over 50 partner firms. The Company also its partner firms with value-added services that include marketing and business development, operational and technology enhancements, legal and compliance support, talent management, and succession planning.
Home Page: focusfinancialpartners.com
FOCS Technical Analysis
875 Third Avenue
New York,
NY
10022-6220
United States
Phone:
646 519 2456
Officers
| Name | Title |
|---|---|
| Mr. Ruediger Adolf | Founder, CEO & Chairman |
| Mr. Leonard R. Chang | Co-Founder, Sr. MD and Head of M&A |
| Ms. Rajini Sundar Kodialam | Co-Founder, COO & Director |
| Mr. James Shanahan CPA | Chief Financial Officer |
| Mr. John Russell McGranahan | Gen. Counsel & Corp. Sec. |
| Ms. Tina Madon | Sr. VP, Head of Investor Relations & Corp. Communications |
| Mr. Richard P. Gill | Managing Director and Head of Focus Connections |
| Mr. Christopher Trevor Dupuy | Pres of the Focus Independence Team |
| Mr. Eric Amar | Managing Director |
| Mr. Travis Danysh | Managing Director |
Exchange: NASDAQ
Country: US
Currency: US Dollar ($)
| GIC Sector: | Financials |
|---|---|
| GIC Group: | Diversified Financials |
| GIC Industry: | Capital Markets |
| GIC Sub-Industry: | Asset Management & Custody Banks |
| Forward PE: | 8.7032 |
|---|---|
| Trailing PE: | 26.6887 |
| Price-to-Book MRQ: | 2.4446 |
| Price-to-Sales TTM: | 1.17 |
| IPO Date: | 2018-07-26 |
| Fiscal Year End: | December |
| Full Time Employees: | 4400 |