Focus 401 (k) Group, LLC
Focus 401 (k) Group, LLC is an SEC-registered ria in Addison, TX with $169.9M assets under management (AUM, regulatory AUM), +70% over one year. See who owns Focus 401 (k) Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 172217, SEC 801-80065, data through 2026-01-14.
- AUM (assets under management / regulatory AUM)
- $169.9M (2026-01-14)
- Firm type
- Ria
- Location
- Addison, TX
- Employees
- 2
- Clients
- 27
- CRD
- 172217
- Ownership
- POWERS, PHILLIP, RUSSELL; RUBENSTEIN, MICHAEL, JAY
How much AUM does Focus 401 (k) Group, LLC have?
Focus 401 (k) Group, LLC reported $169.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-14).
Who owns Focus 401 (k) Group, LLC?
Disclosed owners and executives of Focus 401 (k) Group, LLC include POWERS, PHILLIP, RUSSELL, RUBENSTEIN, MICHAEL, JAY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.