$61.9M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
75 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Lincoln Financial
- Clients
- Retail and Institutional
- Platforms
- MeridianZenith
- Established Date
- 02-11-2011
- Office Locations
- 1
Office Locations
-- Redwood City CA
About Focusyou
FOCUSYOU is a Redwood City, CA registered investment adviser providing financial planning and ongoing investment management with a no-guilt, listening-first process. The firm emphasizes life-centered planning, tax/estate considerations, and follow-through implementation. Portfolios use asset allocation across mutual funds, ETFs, and fixed income; custody includes Schwab and it runs on Orion.
Team overview
54 AVG AGE
$61.9M AVG AUM / ADVISOR
$826.0K AVG AUM / CLIENT
15.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Unison Focus Vital Vertex summit
Client Personas
Capital
Custodian
Pathway meridian Capital element Unison Quantum harbor Insight Signal foundation Catalyst vector Pathway Capital matrix Legacy eagle Catalyst quantum
Investment Themes
Value focus Fusion Bridge unison
Investment Vehicles
Foundation element
Platform
Harbor meridian
Services
Vital Optima Pathway fusion Fusion Ember delta Momentum Delta momentum Optima meridian Crest vector Delta legacy Momentum delta
Technology
Optima Vertex alpha
Owner & Executives
WILLIAM DUANE PITNEY
Chief Compliance Officer, Managing Member
- CRD
- #4614685
- Ownership
- 75% or more
(911) 658-8988
quantum.pioneer@beaconcapital.com
in linkedin.com/in/bridge-oak
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $61,949,066 | -- |
| Total | $61,949,066 | -- |
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Separately Managed Accounts
Total SMA Asset: $61,949,066
Public Funds:
9.9% Equity - OTC:
11.4% Cash:
15.6% Equity - Exchange:
11.5% Municipal Bonds:
11.2% Other:
15.0% Corporate - Investment Grade:
9.1% Other:
16.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $305,119,075 | 9.9% |
| Equity - OTC | $351,349,238 | 11.4% |
| Cash | $480,793,694 | 15.6% |
| Equity - Exchange | $354,431,249 | 11.5% |
| Municipal Bonds | $345,185,216 | 11.2% |
| Other | $462,301,629 | 15.0% |
| Corporate - Investment Grade | $280,462,988 | 9.1% |
| Other | $502,367,768 | 16.3% |
| Total | $3,082,010,857 | 100.0% |