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FOCUSED ALPHA, LLC
CRD 310591 · SEC 801-121367
5680 GREENWOOD PLAZA BLVD, SUITE 120, GREENWOOD VILLAGE, CO, 80111, United States
Phone
303-529-5100
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$663.9M
Discretionary AUM
$650.2M
Team
8 total employees; 5 advisory reps; 1 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions
Org form
Limited Liability Company
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 413 | $176.1M |
| High net worth individuals | 128 | $316.7M |
| Corporations/business entities | 12 | $20.6M |
States served
AZ, CA, CO, IL, LA, MD, MI, NE, NV, NC, OR, VA, WA, TX, NH, FL
All web addresses on file
- http://www.linkedin.com/company/goldinwealthmanagement
- https://WWW.FOCUSEDALPHA.COM
- http://www.linkedin.com/company/focused-alpha/?viewAsMember=true
- http://linkedin.com/in/moneyexpert/
- http://linkedin.com/in/kevingoldin/
- https://www.goldinwealthmanagement.com
- https://www.instagram.com/goldinwealthmanagement/
Official SEC filing: View on IAPD