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11-50 employees
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Financial Services
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11 Balmville Rd, Newburgh, New York 12550, US
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Focused Wealth Management is a SEC Registered Investment Advisory firm committed to providing clients with asset management solutions and services. We offer a broad range of investment products, including equity and fixed income strategies across domestic, global and emerging markets. Focused Wealth Management has developed a special niche for Trusts, Not-for-Profits, Public and Private Endowments, Pension Funds, Foundations and Contingency Funds. As of December 31, 2021, we advise on more than $1.4 billion* in client assets.
*As of December 31, 2021, discretionary assets under management were approximately $1,219,657,641, assets under advisement were approximately $255,022,165 million.
Focused Wealth Management and Securities America are separately owned companies. Securities offered through Securities America, Inc. A registered broker/dealer. Member FINRA & SIPC. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. Securities America and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation.
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Focused Wealth Management / Registered Investment Advisor Email Formats | Example Email Formats | Percentage |
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{f}{last} | [email protected] |
100%
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The widely used Focused Wealth Management / Registered Investment Advisor email format is {f}{last} (e.g. [email protected]) with 100% adoption across the company.
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