Michael
Smith

Profocus Inc

CRD#1189477
Investment Advisor
in Phoenix, AZ

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About this Advisor

Michael Smith is a financial advisor based in Phoenix, Arizona, working with Profocus Inc. Michael has previously held a position at Profocus Inc. Michael has passed the Series 63 regulatory exam and is registered to provide services in Arizona and Virginia. Currently, Michael is part of Profocus Inc, which operates out of Phoenix, Arizona. The firm has 1 office and 4 employees. The firm manages assets totaling $121.0 million. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and other services. The fee structure at Profocus Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

5010 East Warner Road Suite 202
Phoenix, AZ 85044-3374

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Profocus Inc Brokerage Details

Total Assets Under Management

$121,000,000

AZ Average: $1,555,372,352
Total Number of Employees

4

AZ Average: 37
Total Number of Accounts

227

AZ Average: 1,370
Average Account Size

$533,040

AZ Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other

Michael Smith Work History

1995 - Present (29 years)

Profocus Inc

Disclosures

Please visit the SEC profile of Michael Smith to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Profocus Inc

Michael Smith
Phoenix, AZ

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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