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Building 2FINANCIAL LIFE FOCUS, LLC

Map pinPHILADELPHIA, PA
Phone(973) 533-0666
NotebookSEC #801-71195
Total AUM
$379.4M
Employees
8
Clients
215

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2400 MARKET ST
NO. 200
PHILADELPHIA
PA 19103
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
(973) 533-0666
Other Offices
6

ReceiptFinancials

Total AUM
$379.4M
Accounts
606
Discretionary
$0
Accounts
0
Non-Discretionary
$379.4M
Accounts
606

ContactClients

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Individual Clients
124
AUM
$51.9M
HNW Individual Clients
91
AUM
$327.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
A PERCENTAGE OF GROSS INCOME AND NET WORTH

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMANHNJNYPATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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