$10.0K Total AUM
$10.0K Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
9 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-01-2017
- Office Locations
- 1
Office Locations
-- Knightdale NC
About Focused Trading AND Investments, Inc.
Focused Trading AND Investments, Inc. is a Knightdale-based RIA. The firm has been operating for 9 years. Managing $10.0K in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.
Team overview
-- AVG AGE
$10.0K AVG AUM / ADVISOR
-- AVG AUM / CLIENT
9.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
S
Steven Dwight Gray
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #6839484
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,000 | $2,000 |
| Non-Discretionary | $0 | -- |
| Total | $10,000 | $2,000 |
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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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