Financial Life Focus, LLC
Financial Life Focus, LLC (CRD# 152904) is a financial advisory firm headquartered in Philadelphia, PA. They manage $379,429,431 in 606 accounts and serve the financial needs of clients across 8 states (or territories).
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Total Assets Under Management379MILLION
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Total Number of Accounts606ACCOUNTS
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Average Account Value$626,121
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, FL, MA, NH, NJ, NY, PA, TX
Joseph Kuo (CRD# 6563403) is an Investment Advisor Representative working at Financial Life Focus, LLC in Philadelphia, PA and has over 8 years of experience in the finance industry.
Jeremy Levinn (CRD# 5400425) is an Investment Advisor Representative working at Financial Life Focus, LLC in Philadelphia, PA and has over 16 years of experience in the finance industry.
Olga Raykhelson (CRD# 1995046) is an Investment Advisor Representative working at Financial Life Focus, LLC in Philadelphia, PA and has over 27 years of experience in the finance industry.
Hugues Rivard (CRD# 5282684) is an Investment Advisor Representative working at Financial Life Focus, LLC in Philadelphia, PA and has over 23 years of experience in the finance industry.
Johnny Roland (CRD# 5967908) is an Investment Advisor Representative working at Financial Life Focus, LLC in Pleasanton, CA and has over 12 years of experience in the finance industry.
Mollie Sebak (CRD# 6460991) is an Investment Advisor Representative working at Financial Life Focus, LLC in Melbourne, FL and has 1 year of experience in the finance industry.