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FIRM PROFILE
Overview
FOCUS STRATEGIES MERCHANT BANKING, LLC is located at 7600 N Capital Of Texas Highway Building B, Suite 345, Austin, TX 78731 and was first established at Dallas, Texas in 01/01/2007. After operating for 19 years, FOCUS STRATEGIES MERCHANT BANKING, LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of FOCUS STRATEGIES MERCHANT BANKING, LLC’s clients are individuals and 0% of their clients are high net worth individuals. FOCUS STRATEGIES MERCHANT BANKING, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at FOCUS STRATEGIES MERCHANT BANKING, LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access FOCUS STRATEGIES MERCHANT BANKING, LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at FOCUS STRATEGIES MERCHANT BANKING, LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for FOCUS STRATEGIES MERCHANT BANKING, LLC Comes From
Understanding the Statistics for FOCUS STRATEGIES MERCHANT BANKING, LLC and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
7600 N Capital Of Texas Highway Building B, Suite 345, Austin, TX 78731
7600 N Capital Of Texas Highway Building B, Suite 345, Austin, TX 78731
Small
(512) 477-3280
Texas since 01/01/2007
Limited Liability Company
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at FOCUS STRATEGIES MERCHANT BANKING, LLC
Frank Gary Valdez
Corey Charles Jackel
John Franklin Pruitt II
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