DFX Intelligence
Data Factory
Reading the graph
Reading the graph
managed by Focus Partners Wealth, LLC
DE
Data as of (this record's last observation) from Sworn filings; Announcements; Limited partners. Page built and rebuilt at most every 15 minutes.
Also named here, with no published line of their own (reach them through the firm): Rafe L de la Gueronniere (Executive Officer), John L Vogelstein (Executive Officer), Andrew L Vogelstein (Executive Officer), Lance S. Odden (Executive Officer), Thomas E. Flanagan (Executive Officer), Stephen S. Miller (Executive Officer), Sara S. Ayres (Executive Officer), Pier L Friend (Executive Officer), Lance L Odden (Executive Officer), Stephen L Miller (Executive Officer), Stephen T. Sadler (Executive Officer), Michael J. Nathanson (Executive Officer).
Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan