Focus Planning Group
Focus Planning Group is an SEC-registered ria with $41.8M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Focus Planning Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 281231, SEC 801-132810, data through 2026-03-09.
- AUM (assets under management / regulatory AUM)
- $41.8M (2026-03-09)
- Firm type
- Ria
- Employees
- 1
- Clients
- 82
- CRD
- 281231
- Ownership
- CARBONE, JOSEPH, ANTHONY
How much AUM does Focus Planning Group have?
Focus Planning Group reported $41.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-09).
Who owns Focus Planning Group?
Disclosed owners and executives of Focus Planning Group include CARBONE, JOSEPH, ANTHONY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.