F
$15.6M Total AUM
$616.5K Disc. AUM
-- 3Y CAGR
1 Employees
33 ADV. Clients
7 yrs Firm Age
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- Custodian
- Bank OF America · Fidelity/NFS · Merrill Lynch
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-07-2019
- Office Locations
- 1
Office Locations
555 Madison Avenue 5TH Floor NEW York NY
About Focus Asset Management LLC
Focus Asset Management LLC is a NEW York-based RIA. The firm has been operating for 7 years. Managing $15.6M in total assets under management, with 1 advisory representatives. They custody assets with Bank OF America and Fidelity/NFS.
Team overview
-- AVG AGE
$15.6M AVG AUM / ADVISOR
$473.0K AVG AUM / CLIENT
5.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Available
Services
Available
Owner & Executives
M
MATTHEW EVAN UNGER
Chief Compliance Officer, Managing Member
- CRD
- #6174520
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $616,471 | -- |
| Non-Discretionary | $14,992,104 | -- |
| Total | $15,608,575 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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