Profocus Incorporated - Investment Advisers

About Profocus Incorporated

Profocus Incorporated is an investment adviser headquartered in Phoenix, Arizona. The firm reports $156.54 million in regulatory assets under management and seven employees. It is listed among the investment advisers in Arizona and appears in the Directory of US Investment Advisers. Michael M. Smith, a certified financial planner, founded the firm and serves as its chief executive. He began working in financial management in 1981. Earlier in his career, he designed customized retirement plans for medical and high-net-worth professionals at a retirement and 401(k) services company. The firm's stated focus includes building dividend-paying portfolios, managing debt, tax planning, asset protection and legacy planning. The firm's website says its clients have included professional athletes, doctors and business professionals. It describes building financial plans around each client's existing lifestyle. The firm's office is at East Warner Road in Phoenix. Note: only two link slots were provided, so the text includes two links rather than the three to five requested.

Key Facts

Assets Under Management

$156.54M

Employees

7

SEC File Number

801-124789