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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Financial Focus LLC
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|---|---|
| CRD # | 282177 |
| SEC # | 801-112408 |
| CIK # | |
| AUM | $687.0 M (2025-02-14) |
| Employees | 7 (57% Investors, 57% Brokers) |
| Phone | 760-431-3040 |
| Address | 1917 Palomar Oaks Way Carlsbad, CA 92008 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 394 | 132.0 |
| (b) Individuals (high net worth individuals) | 275 | 499.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 3.0 |
| (h) Charitable organizations | 1 | 53.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,612 | 687.0 |
| By Discretionary | ||
| Discretionary | 1,612 | 687.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,612 | 687.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 687.0 | |
| Total | 1,612 | 687.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Peterson Wealth Advisors LLC
✚
|
UT | 0.7 |
|
Amerant Investments Inc
✚
|
FL | 0.7 |
|
Atlas Private Wealth Advisors LLC
✚
|
NJ | 0.7 |
|
Uptick Partners LLC
✚
|
TX | 0.7 |
|
Arcadia Investment Management Corp
✚
|
MI | 0.7 |
|
Centerpoint Advisors LLC
✚
|
MA | 0.7 |
|
Victory Financial Group LLC
✚
|
TX | 0.7 |
|
Verecan Capital Management Inc
✚
|
0.7 | |
|
Bell Investment Advisors Inc
✚
|
CA | 0.7 |
|
Bellwether Advisors LLC
✚
|
NE | 0.7 |