Focusshares, LLC is an investment adviser to an investment company based in St. Louis. It manages $101.8 million of regulatory assets for 15 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Missouri and New Jersey.
Focusshares provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Focusshares, LLC is $101.8 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 306% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Focusshares, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Rodger Odell Riney has been acting as President since 1 Sep 2011. Scott Jay Golde joined the executive team most recently as the President, Chief Operating Officer, Chief Compliance Officer And Manager.
The principal office where Focusshares, LLC performs its advisory services is located at 700 Maryville Centre Drive, St. Louis, MO 63141, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 201-930-8500. The normal business hours are 8am-5pm on Monday - Friday. You can find more information about the New York firm at www.focusshares.com.