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| Financial Life Focus LLC
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|
|---|---|
| CRD # | 152904 |
| SEC # | 801-71195 |
| CIK # | |
| AUM | $379.4 MM (2024-01-23) |
| Employees | 8 (88% Investors, 0% Brokers) |
| Phone | 973-533-0666 |
| Address | 2400 Market St Philadelphia, PA 19103 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 124 | 51.9 |
| (b) Individuals (high net worth individuals) | 91 | 327.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 606 | 379.4 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 606 | 379.4 |
| Total | 606 | 379.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 12.8 | |
| United States Persons | 366.7 | |
| Total | 606 | 379.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Putterman Dean Eliot
✚
|
TX | 0.4 |
|
Macdougall Financial Counseling
✚
|
PA | 0.4 |
|
Nvest Financial LLC
✚
|
NH | 0.4 |
|
VAM Group Inc
✚
|
MI | 0.4 |
|
Aspire Wealth Management Corporation
✚
|
MA | 0.4 |
|
RAIN Capital Management LLC
✚
|
OR | 0.4 |
|
WealthEdge Investment Advisors LLC
✚
|
NY | 0.4 |
|
Essential Planning LLC
✚
|
NH | 0.4 |
|
Wealthvalues LLC
✚
|
CA | 0.4 |
|
Redmond Asset Management LLC
✚
|
VA | 0.4 |