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Home > Retirement Planners > california > carlsbad > FINANCIAL FOCUS LLC
FINANCIAL FOCUS LLC
1917 Palomar Oaks Way
Suite 130
Carlsbad, California 92008
Tel: 760-431-3040
About FINANCIAL FOCUS LLC
FINANCIAL FOCUS LLC, formally registered with the SEC as FINANCIAL FOCUS LLC. The firm was established in 02/08/2018. They have over 1 offices throughout the country.
FINANCIAL FOCUS LLC is a Carlsbad, California based Financial Planning firm with nearly $687,000,000 assets under management, offering retirement planning & investment advisory services to 1612 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 282177 |
| SEC# | 801-112408 |
| Assets Managed by Firm | $687,000,000 |
| No. of Clients | 1612 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1612 | $687,000,000 |
| Individuals (other than high net worth individuals) | 394 | $132,000,000 |
| High net worth individuals | 275 | $499,000,000 |
| Pension and profit sharing plans | 2 | $3,000,000 |
| Charitable organizations | 1 | $53,000,000 |
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