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ProFocus Inc

EST. AUM
$156,539,998

CONTACTS
1

CLIENT ACCOUNTS
529

Firm Details

Metro area Phoenix
CRD Number 113954
Website profocus.com
Client types

Overview

ProFocus Incorporated is a registered investment advisory firm based in Phoenix, Arizona, offering personalized financial planning and portfolio management services to individual clients. With over $120 million in assets under management, the firm specializes in income-generating investment strategies designed to support retirement goals and long-term financial stability. ProFocus emphasizes a fiduciary approach, tailoring each client’s financial roadmap to include tax efficiency, debt reduction, and sustainable income streams, while targeting a balanced mix of dividend-paying and growth-oriented assets. The firm is known for its hands-on, client-centric model and long-term investment philosophy.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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