Overview
Assets Under Management: $287 million
Headquarters: WOLFEBORO, NH
High-Net-Worth Clients: 174
Average Client Assets: $1.5 million
Frequently Asked Questions
FINANCIAL FOCUS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #117327), FINANCIAL FOCUS, INC. is subject to fiduciary duty under federal law.
FINANCIAL FOCUS, INC. is headquartered in WOLFEBORO, NH.
FINANCIAL FOCUS, INC. serves 174 high-net-worth clients according to their SEC filing dated March 07, 2018. View client details ↓
According to their SEC Form ADV, FINANCIAL FOCUS, INC. offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
FINANCIAL FOCUS, INC. manages $287 million in client assets according to their SEC filing dated March 07, 2018.
According to their SEC Form ADV, FINANCIAL FOCUS, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 174
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.98%
Average Client Assets: $1.5 million
Total Client Accounts: 824
Discretionary Accounts: 776
Non-Discretionary Accounts: 48
Regulatory Filings
CRD Number: 117327
Filing ID: 1164689
Last Filing Date: 2018-03-07 11:00:00