Focus Financial Partners Inc. (FOCS) Research

Focus Financial Partners Inc. provides extensive wealth management solutions, primarily catering to ultra-high net worth and high net worth individuals, their families, and various corporate entities. Their service portfolio includes investment guidance, strategic financial and tax planning, advisory consultations, tax preparation, and comprehensive family office services, among others. Additionally, the company provides administrative and record-keeping support, facilitates the recommendation of financial instruments through commissions and distribution fees, and offers a range of investment and insurance products for sale. Established in 2006, its headquarters are located in New York, New York.

Market snapshot

Symbol
FOCS
Price
$52.99
Day change
-0.02%
Market cap
$3.5B
P/E ratio
27.73x
52-week range
30.27-53.01
Sector
Financial Services
Industry
Asset Management
Analyst price target
$56.00

Peer companies

  • AssetMark Financial Holdings, Inc. (AMK)
  • Atlas Corp. (ATCO)
  • Credit Suisse Group AG (CS)
  • First Choice Bancorp (FCBP)
  • F.N.B. Corporation (FNB)
  • Investors Bancorp, Inc. (ISBC)
  • Rumble Inc. (RUM)
  • United Community Banks, Inc. (UCB)

Recent insider activity

  • Adolf Ruediger — M-Exempt (556177 shares) on 2023-08-31
  • Adolf Ruediger — D-Return (46470 shares) on 2023-08-31
  • Adolf Ruediger — M-Exempt (584552 shares) on 2023-08-31
  • Shanahan James — M-Exempt (907468 shares) on 2023-08-31
  • Shanahan James — M-Exempt (888554 shares) on 2023-08-31

Open Focus Financial Partners Inc. (FOCS) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.