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firm profile

Income Focus Portfolio Management

RIA Jackson, WY CRD 165477 Last verified October 2026

Overview

Income Focus Portfolio Management is an SEC registered investment adviser based in Jackson, WY, registered since 2012. It reports $362M in assets under management across 601 accounts, with 3 employees. It has 3 investment adviser representatives.

Reported AUM
$362M
Discretionary
100%
Accounts
601
Average account
$603K
Employees
3
Advisory reps
3
Registered since
2012
Jurisdictions
8

As reported in the firm's February 2026 filing.

Contact

1 phone number on file

Practice

Services
  • Individuals or Small Business
  • Portfolio Management for Businesses or Institutional Clients
Client types
  • Charities and Non-Profits
  • Corporations/Businesses
  • High Net Worth Individuals
  • Individuals
Fee structure
Percentage of Assets

Executive officers 1 of 1

  • David N Elan Chief Compliance Officer, Managing Member CRD 3107755

Advisory reps 3 of 3

Location

Headquarters
1110 Maple Way
Jackson, WY 83001
Metro area
Jackson, WY-ID
Region
West

Registrations

Every state, with registration dates

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