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Focus Partners Advisor Solutions

Focus Partners Advisor Solutions

Investment ManagementFlag of USClayton, Missouri, United States101-200 Employees

Company overview

Headquarters8182 Maryland Ave, Suite 500, St. Louis, Missouri 63105, US
Website
NAICS5231
Keywords
Investment Solutions, Client Solutions, Advisor Solutions
Employees101-200

Key Contacts at Focus Partners Advisor Solutions

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Kristen Donovan

Senior Director, Retirement Solutions

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Mark Driscoll

Regional Director

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Carter Schmid

Regional Director

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Angela Muckler

Regional Director

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Panch Romero

Regional Director

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Michael Ozburn

Managing Director

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Cynthia Chu

Managing Director, Service & Operations

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Howard Lee

Managing Director

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Brandon Matlock

Art Director

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Sean Brooks

Managing Director, Advisor Solutions

Focus Partners Advisor Solutions Email Formats

Focus Partners Advisor Solutions uses 5 email formats. The most common is {first name}.{last name} (e.g., john.doe@focuspartners.com), used 44.3% of the time.

FormatExamplePercentage
{first name}.{last name}
john.doe@focuspartners.com
44.3%
{first initial}.{last name}
j.doe@focuspartners.com
31.4%
{first initial}{last name}
jdoe@loringward.com
20%
{last name}{last name}
doedoe@loringward.com
2.9%
{first name}{last name}
johndoe@focuspartners.com
1.4%

About Focus Partners Advisor Solutions

Focus Partners Advisor Solutions is committed to enhancing the wealth management experience for financial advisors and their clients. While providing robust back-office management, research-driven investment models, and best practices, Focus Partners Advisor Solutions is more than a traditional TAMP, offering a competitive toolbox of comprehensive, personalized services. We strategically design scalable solutions to support every stage of a firm’s lifecycle, enabling advisors to dedicate more time and care to clients while setting a strong foundation for sustainable growth.

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Focus Partners Advisor Solutions revenue & valuation

Annual revenue$10,300,000
Revenue per employee$86,000
Estimated valuation?$32,900,000
Total fundingNo funding

Employees by Management Level

Total employees: 101-200

Seniority

Employees

Manager
Entry
Director

Employees by Department

Focus Partners Advisor Solutions has 33 employees across 11 departments.

Departments

Number of employees

Funding Data

Focus Partners Advisor Solutions has never raised funding before.

Frequently asked questions

Focus Partners Advisor Solutions is located in Clayton, Missouri, US.
Focus Partners Advisor Solutions has approximately 101-200 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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