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PROFOCUS INCORPORATED
PROFOCUS, INCORPORATED
CRD 113954 · SEC 801-124789
5010 EAST WARNER ROAD, SUITE 202, PHOENIX, AZ, 85044-3374, United States
Phone
480-598-9960
Fax
480-893-1149
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$156.5M
Discretionary AUM
$156.5M
Team
7 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)BUSINESS MANAGEMENT SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 93 | $34.9M |
| High net worth individuals | 46 | $120.5M |
| Corporations/business entities | 13 | $1.1M |
States served
AZ, DC, MD, VA, FL
All web addresses on file
Official SEC filing: View on IAPD