Focused Wealth Management is an investment advisor in Newburgh with $1.09 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
272575734
SEC advisor number
801-71860
FINRA CRD number
154828
AUM ?
$1.18 bn
(as of 21 Mar 24)
Accounts
1,980
(as of 21 Mar 24)
Employees
18
(12 investment advisory or research)
Address
Focused Wealth Management
216 ROUTE 299
HIGHLAND
NY 12528
216 ROUTE 299
HIGHLAND
NY 12528
Phone
(845) 691-4035
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
10 Jan 24
13F-HR
Quarterly holdings report by institutional manager
1 Nov 23
13F-HR
Quarterly holdings report by institutional manager
8 Aug 23
13F-HR
Quarterly holdings report by institutional manager
13 Apr 23
13F-HR
Quarterly holdings report by institutional manager
13 Jan 23
13F-HR
Quarterly holdings report by institutional manager
20 Oct 22
13F-HR
Quarterly holdings report by institutional manager
4 Aug 22
13F-HR
Quarterly holdings report by institutional manager
29 Apr 22
13F-HR
Quarterly holdings report by institutional manager
31 Jan 22
13F-HR
Quarterly holdings report by institutional manager
12 Oct 21