Profocus Incorporated
Profocus Incorporated is an SEC-registered wealth manager in Phoenix, AZ with $156.5M assets under management (AUM, regulatory AUM), +4% over one year. See who owns Profocus Incorporated: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 113954, SEC 801-124789, data through 2026-03-23.
- AUM (assets under management / regulatory AUM)
- $156.5M (2026-03-23)
- Firm type
- Wealth Manager
- Location
- Phoenix, AZ
- Employees
- 7
- Clients
- 152
- CRD
- 113954
- Ownership
- SMITH, GRETA, MELISSA; SMITH, MICHAEL, MAURICE
How much AUM does Profocus Incorporated have?
Profocus Incorporated reported $156.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-23).
Who owns Profocus Incorporated?
Disclosed owners and executives of Profocus Incorporated include SMITH, GRETA, MELISSA, SMITH, MICHAEL, MAURICE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.