Connectus Wealth Advisers

EST. AUM
$8,674,470,008

CONTACTS
2

CLIENT ACCOUNTS
12,022

Firm Details

Metro area Baltimore
CRD Number 310912
Website connectuswealth.com
Client types

Overview

Connectus Wealth Advisers is a global wealth management organization delivering personalized advice through a partnership of client-centric advisers who share a common desire to serve their clients’ best interests. Focus Financial Partners launched Connectus, its own in-house registered investment advisor, in December 2020, with the goal of building a consortium of RIA founders and teams that want to focus on client relationships, while taking advantage of shared services and operations. Connectus is now a part of Focus Financial subsidiary firm The Colony Group.

Platform Details

Investment Preferences

Alternative Activity