Focus Partners Wealth

Entity
Company
Business address
One Boston Place, 11 Th Floor, 201 Washington Street, 02108 Boston, MA
Phone
6177238200
State of incorporation
DE
Fiscal year end
December 31
Former names
Colony Group, LLC (to 11/14/2024)
13F signature
Vincent Gratch - Deputy Chief Compliance Officer
All SEC filings
View on sec.gov
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Focus Partners Wealth has filed 14 SEC EDGAR filings since 2/15/2012

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing Nov 14, 2025 Sep 30, 2025 028-14902
N-PX Open Document Open Filing Aug 29, 2025 Jun 30, 2025 028-14902
13F-HR Open Document Open Filing Aug 14, 2025 Jun 30, 2025 028-14902
13F-HR/A Open Document Open Filing May 29, 2025 Dec 31, 2024 028-14902
13F-HR/A Open Document Open Filing May 20, 2025 Mar 31, 2025 028-14902
13F-HR/A Open Document Open Filing May 20, 2025 Dec 31, 2024 028-14902
13F-HR Open Document Open Filing May 15, 2025 Mar 31, 2025 028-14902
13F-HR Open Document Open Filing Feb 14, 2025 Dec 31, 2024 028-14902
13F-HR Open Document Open Filing Nov 14, 2024 Sep 30, 2024 028-14902
N-PX Open Document Open Filing Aug 29, 2024 Jun 30, 2024 028-14902
13F-HR Open Document Open Filing Aug 15, 2024 Jun 30, 2024 028-14902
13F-HR Open Document Open Filing May 16, 2024 Mar 31, 2024 028-14902
13F-HR Open Document Open Filing Feb 15, 2024 Dec 31, 2023 028-14902