Focus Financial Consultants, Ltd. (Middleburg)

Name: Focus Financial Consultants, Ltd.
Address: 201 East Washington Street, Middleburg, VA, 20117
Telephone: 540-687-3987

Focus Financial Consultants, Ltd. is a large advisory firm based in Middleburg. It manages $68 million of regulatory assets for 132 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of Virginia.

Focus Financial Consultants provides financial planning services, portfolio management for individuals and small businesses, and market timing services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Focus Financial Consultants: assets under management

The assets under management (AUM) of Focus Financial Consultants, Ltd. is $68 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 99% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $68 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $515.15 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Focus Financial Consultants, Ltd. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Focus Financial Consultants, Ltd.

Sandra Perkins Costin has been acting as President since 1 Oct 2001. Helen Louise Modly joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Sandra Perkins Costin	President	1 Oct 2001	75% - 100%	2831552
Helen Louise Modly	Vice president	1 Oct 2001	25% - 50%	1161671
Sandra Costin Atkins	President	1 Oct 2001	50% - 75%	2831552

Based in Middleburg

The principal office where Focus Financial Consultants, Ltd. performs its advisory services is located at 201 East Washington Street, Middleburg, VA 20117 The mailing address of the firm is P. O. Box 327, Middleburg, VA 20118. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 540-687-3987 or by fax 540-687-6695. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.focusfinancialconsultants.com.