Focus Advisor Solutions: Detailed Company Information & Corporate Profile

Contact top employees from Focus Advisor Solutions

Summary

Focus Advisor Solutions is a private company that has been in the industry for 36 years. The business currently specializes in Financial Services area. Focus Advisor Solutions's headquarter is located at San Jose, California, USA. The number of employees is at least 100. Register with SignalHire to connect with Focus Advisor Solutions employees and management.

Focus Advisor Solutions Websitefocusadvisorsolutions.com
Social Links
twitterlinkedInfacebooklinkedIntwitter
Phone Number(800) 366-7266
Industries
Focus Advisor Solutions Headquarters Address190 Carondelet Plaza, St. Louis, Missouri, 63105 US
Company Size200-500 employees
Specialities & ServicesInvestment Solutions, Client Solutions, Advisor Solutions
SIC Code6282
NAICS Code523920 Portfolio Management, 523930 Investment Advice
DMA CodeSan Francisco Bay Area
Founded1990
Estimated Annual Revenue$1B - 5B
Operating StatusSubsidiary
Updated:2026-09-10

Competitors

Name
Founded
Type
Employees
2017Privately
Held
100-200
1990- 100-200

Workforce Turnover

Length of Employment

arrow

Focus Advisor Solutions's workforce includes employees across a wide range of tenure levels.

17% have been with the company for 1 to 2 years2% have been with the company for 3 to 4 years5% have been with the company for 5 to 7 years10% have been with the company for 8 to 10 years66% have been with the company for more than 11 years

Former Employees: Role Changes

Role at Former Company
Role at New Company
Contact top employees from Focus Advisor Solutions
Jennifer Yee
Jennifer YeeExecutive Assistant to the President
Unlock contacts
Jeffery Yorg
Jeffery YorgHead of Legal and Chief Compliance Officer
Unlock contacts
Trey Nelson
Trey NelsonVice President & Regional Director
Unlock contacts
Dan Fox
Dan FoxContent Editor
Unlock contacts
Drew Conger
Drew CongerService Manager
Unlock contacts
Mark Driscoll
Mark DriscollRegional Director
Unlock contacts
Matt Miller
Matt MillerRegional Director
Unlock contacts
Angela Muckler
Angela MucklerRegional Director
Unlock contacts
Patrick Mantia
Patrick MantiaPortfolio Onboarding Manager
Unlock contacts
Jeremy Heffernan
Jeremy HeffernanStrategic Accounts Director
Unlock contacts
Brooke Frost
Brooke FrostOperations Specialist
Unlock contacts
Paige Mabrey
Paige MabreyAccount Maintenance Specialist
Unlock contacts
Christine Anderson
Christine AndersonRetirement Solutions Specialist
Unlock contacts
Vincent Conti
Vincent ContiOperations Specialist
Unlock contacts
Graden Reis
Graden ReisOperational Specialist
Unlock contacts
Shawn Rhodes
Shawn RhodesOperational Specialist
Unlock contacts

Focus Advisor Solutions Corporate Information: FAQ

Focus Advisor Solutions operates in the Finance industries. More details can be found on the official website: focusadvisorsolutions.com.
Focus Advisor Solutions has offices located in St. Louis, US.
The headquarters of Focus Advisor Solutions are located in St. Louis, United States.
The current CEO of Focus Advisor Solutions is Howard Lee
You can contact Focus Advisor Solutions by phone at (800) 366-7266.
Focus Advisor Solutions currently employs 200-500 people.
Well-known competitors of Focus Advisor Solutions include Signature Wealth Group and Gateway Financial Advisors, Inc..

Data Privacy

GDPR Icon

GDPR COMPLIANT

SignalHire complies with the General Data Protection Regulation (GDPR). SignalHire follows GDPR requirements, including but not limited to rights of data subjects to access, correct, or delete their personal information and supports the right to be forgotten.

CCPA Icon

CCPA COMPLIANT

SignalHire is CCPA-compliant and provides California residents the right to know, access, opt out, and request deletion of their personal data.

BACK TO TOP