Joseph
Demichele

Focused Alpha, LLC

CRD#6883599
Investment Advisor
in Denver, CO

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About this Advisor

Joseph Demichele is a financial advisor based in Denver, Colorado, working with Focused Alpha, LLC. Joseph has previously held positions at Chicago White Sox, Intern For Scott Merrill, UBS Financial Services, and Focused Alpha, LLC. Joseph has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona. Currently, Joseph is part of Focused Alpha, LLC, which operates out of Denver, Colorado. The firm has 1 office and 4 employees. The firm manages assets totaling $306.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Focused Alpha, LLC includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

1401 Lawrence Street Suite 1600
Denver, CO 80202

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Focused Alpha, LLC Brokerage Details

Total Assets Under Management

$306,767,401

CO Average: $2,349,664,866
Total Number of Employees

4

CO Average: 28
Total Number of Accounts

816

CO Average: 1,101
Average Account Size

$375,940

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Joseph Demichele Work History

2024 - Present (0 year)

Focused Alpha, LLC

2017 - Present (7 years)

Ubs Financial Services

2016 - 2017 (1 year)

Intern For Scott Merrill

2012 - 2017 (5 years)

Chicago White Sox

Disclosures

Please visit the SEC profile of Joseph Demichele 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 Focused Alpha, LLC

Robert Straus
Denver, CO
Daniel Barotz
Denver, CO
Ryan Freberg
Phoenix, AZ
Joseph Demichele
Denver, CO
Mary Flaherty
Denver, CO
Kevin Goldin
Denver, CO

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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