NewFocus Financial Group - Ownership and Business Overview

Financial ServicesCompany

NewFocus Financial Group Ownership

Who owns NewFocus Financial Group?

NewFocus Financial Group is owned by EP Wealth Advisors. It was acquired on January 19, 2021.

NewFocus Financial Group Business Overview

Where is NewFocus Financial Group headquartered?

NewFocus Financial Group is headquartered in Vancouver, Washington.

What sector is NewFocus Financial Group in?

NewFocus Financial Group is a financial services company.

Financial Services M&A Summary in 2021

Out of 60 sectors in the Mergr database, financial services ranked 11 in number of deals in 2021. The largest financial services acquisition in 2021 was Afterpay Limited - which was acquired by Block for $27.8B.

Join Mergr to view all 234 acquisitions of financial services companies in 2021, including 24 acquisitions by private equity firms, and 210 by strategics.

NewFocus Financial Group LLC

410 W. 12th Street,
Vancouver, Washington 98660
United States,

NewFocus Financial Group LLC specializes in helping clients build, maintain and preserve wealth, and provides comprehensive financial planning and investment management services for wealthy individuals and families, business owners, trusts, and retirement and pension plans. NewFocus Financial Group is based in Vancouver, Washington.


Company Summary

SECTOR

Financial Services

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