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Building 2FINANCIAL FOCUS LLC

Map pinCARLSBAD, CA
Phone760-431-3040
NotebookSEC #801-112408
Total AUM
$800M
Employees
8
Clients
584

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1925 PALOMAR OAKS WAY
#107
CARLSBAD
CA 92008
United States
Operating Hours
8-5
Monday - Friday
Phone
760-431-3040

ReceiptFinancials

Total AUM
$800M
Accounts
1,308
Discretionary
$800M
Accounts
1,308
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
287
AUM
$37M
HNW Individual Clients
294
AUM
$506M
Pension/Profit Sharing Plan Clients
1
AUM
$3M
Charitable Organization Clients
2
AUM
$254M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAIDNCNYORTXVAWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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