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FOCUS PLANNING GROUP

· CRD 281231 · IAPD ↗ · 631-714-6869

$41.8MRegulatory AUM
1Advisory reps
1Employees
0Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
June 2025 — FOCUS PLANNING GROUP (location n/a) is newly SEC-registered with $35.6M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.