FOCAL POINT FINANCIAL GROUP

Overview

Focal Point Financial Group operates as an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients and functions as a capital allocator in its advisory work. Compensation models include a percentage-of-AUM fee plus hourly and fixed-fee arrangements. Core advisory offerings include financial planning, discretionary portfolio management for individuals and small businesses, manager selection (selection of other advisers), and publication of periodicals or newsletters. The firm is not reported as an active ESG investor and does not identify as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices