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Elizabeth Watson Millet

Investment adviser representative at Income Focus Portfolio Management
13 yearsExperience
1 stateRegistered in
$362.5MFirm assets
13 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

13 years in the industry.

  1. Income Focus Portfolio ManagementJul 2013 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law1994
  • Series 65 · Uniform Investment Adviser Law2013

State registrations

Registered as an investment adviser representative in 1 state (WY).

Income Focus Portfolio Management

Legal name: Income Focus Portfolio Management, LLC

$362.5MAssets managed
306Clients
3Advisers
13 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2458321
Firm CRD
165477
Advisor's SEC record (opens in a new tab)
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