$362.5M Total AUM
$362.5M Disc. AUM
13.9% 3Y CAGR
3 Employees
306 ADV. Clients
13 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Jackson National Life
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-09-2012
- Office Locations
- 1
Office Locations
1110 Maple WAY Jackson WY
About Income Focus Portfolio Management
Income Focus Portfolio Management is an investment advisory firm serving retail and institutional investors through customized separate accounts. The firm manages municipal bond, equity index fund and high-dividend equity strategies, including ETF-based allocations, with an income-focused approach designed to harvest bond income without taking unreasonable credit or interest-rate risk.
Team overview
-- AVG AGE
$120.8M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
11 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
13yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
DAVID N ELAN
Chief Compliance Officer, Managing Member, Vice President
- CRD
- #3107755
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
A
Arik B. Griffin
--
- CRD
- #7162737
Available
Available
Available
E
ELIZABETH WATSON MILLET
Portfolio Manager
- CRD
- #2458321
Available
Available
Available
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $362,464,641 | $603,103 |
| Non-Discretionary | $0 | -- |
| Total | $362,464,641 | $603,103 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Municipal Bonds:
Available Public Funds:
Available Cash:
Available U.S. Government/Agency:
Available Corporate - Non-Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
Continue browsing