New Focus Financial Group, LLC (Vancouver)

Name: New Focus Financial Group, LLC
Address: 410 West 12 Th Street, Vancouver, WA, 98660
Telephone: 888-762-2423

New Focus Financial Group, LLC is a large advisory firm based in Vancouver. It manages $145 million of regulatory assets for 720 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of California, Oregon, and Washington.

New Focus Financial Group provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

New Focus Financial Group: assets under management

The assets under management (AUM) of New Focus Financial Group, LLC is $145 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 12% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $145 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $201.39 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay New Focus Financial Group, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at New Focus Financial Group, LLC

New Focus Financial Group, LLC is owned by Chad Mitchell Burton. Robert Francis Black joined the executive team most recently as the Member/Owner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Chad Mitchell Burton	Chief compliance officer/owner	1 Aug 2004	50% - 75%	2778208
Robert Francis Black	Member/owner	1 Aug 2004	50% - 75%	2788481

Based in Vancouver

The principal office where New Focus Financial Group, LLC performs its advisory services is located at 410 West 12 Th Street, Vancouver, WA 98660, which is also the mailing address of the firm. An additional office of the firm is in Larkspur, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 888-762-2423 or by fax 866-565-8305. The normal business hours are 8:00am-4:30pm on Monday - Friday. You can find more information about the New York firm at www.newfocusfinancial.com.