Company Description
Focus Financial Partners Inc. provides wealth management services to primarily ultra-high and high net worth individuals, families, and business entities.
Its wealth management services include investment advice, financial and tax planning, consulting, tax return preparation, family office services, and other services.
The company also offers recordkeeping and administration services; recommends financial products through commissions and distribution fees; and sells investment or insurance products.
Focus Financial Partners Inc. was founded in 2006 and is headquartered in New York, New York.
| Country | United States |
| IPO Date | Jul 26, 2018 |
| Industry | Asset Management |
| Sector | Financial Services |
| Employees | 5,000 |
| CEO | Ruediger Adolf |
Contact Details
Address: 875 Third Avenue New York, New York United States | |
| Website | https://focusfinancialpartners.com |
Stock Details
| Ticker Symbol | FOCS |
| Exchange | NASDAQ |
| Fiscal Year | January - December |
| Reporting Currency | USD |
| CIK Code | 0001651052 |
| CUSIP Number | 34417P100 |
| ISIN Number | US34417P1003 |
| Employer ID | 47-4780811 |
| SIC Code | 6282 |
Key Executives
| Name | Position |
|---|---|
| Ruediger Adolf | Founder, Chief Executive Officer & Chairman |
| James Shanahan C.P.A. | Chief Financial Officer |
| James Shanahan CPA | Chief Financial Officer |
| Rajini Sundar Kodialam | Co-Founder, Chief Operating Officer & Director |
| Christopher Trevor Dupuy | Pres of the Focus Independence Team |
| Eric Amar | Managing Director |
| John Russell McGranahan | Gen. Counsel & Corporation Sec. |
| Leonard R. Chang | Co-Founder, Senior MD and Head of M&A |
| Pradeep Jayaraman | Managing Director |
| Richard P. Gill | Managing Director and Head of Focus Connections |
| Sukanya Kuruganti | Managing Director |
| Tina Madon | Senior Vice President, Head of Investor Relations & Corporation Communications |
| Travis Danysh | Managing Director |
Latest SEC Filings
| Date | Type | Title |
|---|---|---|
| Feb 09, 2024 | SC 13G/A | [Amend] Statement of acquisition of beneficial own... |
| Sep 11, 2023 | 15-12G | Filing |
| Sep 01, 2023 | 4 | Filing |
| Sep 01, 2023 | 4 | Filing |
| Sep 01, 2023 | 4 | Filing |
| Sep 01, 2023 | 4 | Filing |
| Sep 01, 2023 | 4 | Filing |
| Sep 01, 2023 | 4 | Filing |
| Sep 01, 2023 | 4 | Filing |
| Sep 01, 2023 | 4 | Filing |