firm profile
Focus Financial
Overview
Focus Financial is an SEC registered investment adviser based in Minneapolis, MN, registered since 2004. It reports $6.8B in assets under management across 27,510 accounts, with 189 employees. It has 119 investment adviser representatives.
- Reported AUM
- $6.8B
- Discretionary
- 96%
- Accounts
- 27,510
- Average account
- $248K
- Employees
- 189
- Advisory reps
- 119
- Registered since
- 2004
- Jurisdictions
- 46
As reported in the firm's August 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges, Other Fees and Percentage of Assets. Sponsors a wrap fee program.
Executive officers 3 of 11
- John Gregory Bina President CRD 2129365
- David Kenneth Heitkamp Executive Officer, Owner CRD 1187125
- David William Beissler Executive Officer, Owner CRD 4177136
8 more executive officers, with direct contact details
Advisory reps 3 of 119
- Andrea Corene Adie Registered Rep · Investment Adviser Rep CRD 7216899
- Dylan Gary Aeikens Insurance Agent · Registered Rep · Investment Adviser Rep CRD 6190212
- Charles A Anderson Insurance Agent · Registered Rep · Investment Adviser Rep CRD 3227224
116 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 1300 Godward St NE Ste 5500
Minneapolis, MN 55413 - County
- Hennepin
- Metro area
- Minneapolis-St. Paul-Bloomington, MN-WI
- Region
- Midwest
Registrations
- SEC registered
- Registered in 46 jurisdictions
- Website: focusfinancial.com
Every state, with registration dates
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