Overview
Assets Under Management: $379 million
Headquarters: PHILADELPHIA, PA
High-Net-Worth Clients: 91
Average Client Assets: $3.6 million
Frequently Asked Questions
FINANCIAL LIFE FOCUS, LLC 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 #152904), FINANCIAL LIFE FOCUS, LLC is subject to fiduciary duty under federal law.
FINANCIAL LIFE FOCUS, LLC is headquartered in PHILADELPHIA, PA.
FINANCIAL LIFE FOCUS, LLC serves 91 high-net-worth clients according to their SEC filing dated January 23, 2024. View client details ↓
According to their SEC Form ADV, FINANCIAL LIFE FOCUS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
FINANCIAL LIFE FOCUS, LLC manages $379 million in client assets according to their SEC filing dated January 23, 2024.
According to their SEC Form ADV, FINANCIAL LIFE FOCUS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 91
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.32%
Average Client Assets: $3.6 million
Total Client Accounts: 606
Non-Discretionary Accounts: 606
Regulatory Filings
CRD Number: 152904
Filing ID: 1816533
Last Filing Date: 2024-01-23 13:51:00