Focuspoint Solutions, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Portland, OR. Its latest Form ADV filing, dated June 9, 2025, reports $6.8B in regulatory assets under management, 40 employees, and 31,647 accounts.
Assets Under Management
$6.8B
Employees
40
Offices
--
Total Clients
13,288
Primary office
PORTLAND, OR
3395 SW GARDEN VIEW AVENUE, PORTLAND, OR, United States
Top client segmentOther Advisers represent 100.0% of total clients.
Top client categories% of clientsClients
1
Other Advisers
100.0%
13,288
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$6.8Bas of June 9, 2025
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$6.8B
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$6.8B
Total Accounts31,647
10Y AUM Change+$4.7B (+227.7%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees40
Clients per Employee332:1
10Y Employee Change+16 (+66.7%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.