85
42
Growth Score 85 in past quarter
-4 pts
Heat Score 42 in past quarter
-34 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Recent Events
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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1500550
Focus Wealth Management is a financial services firm specializing in retirement planning, estate conservation, and investment management.
About the Company
Focus Wealth Management, LLC is a financial services firm that aims to enhance the long-term financial independence of its clients. The firm specializes in retirement planning and estate conservation, providing comprehensive financial advice and management. As fiduciary financial consultants, they manage advisory accounts, prioritizing their
clients' interests. Their services also include investment management, retirement planning, tax burden management, and wealth preservation. They also offer engaging, short animations that focus on a variety of financial topics to illustrate key financial concepts and current events.