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Focused Wealth Management, Inc.

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on May 27, 2017
    • $518.8M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 3K
      Accounts
    • $184.9K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

Advisors

Current Advisors

# of advisors

8

name start date
Michael Richard Passante
January 2015
Jesse Blalock Frehling
September 2015
Charles Steven Yarnold
April 2016
Philip Joseph Deangelo
December 2012
Douglas Evory Mendenhall
September 2018

    Leadership

    Ownership

    There is no ownership data available to display at this time.

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Philip Joseph Deangelo Managing Director August, 2010 75% or more
    Barry Howard Brett Chief Compliance Officer August, 2010 less than 5%
    Salvatore Joseph Timperio Chief Operating Officer February, 2016 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees