Client Focused Financial

Client Focused Financial (CRD# 289929) is a financial advisory firm headquartered in Saint Petersburg, FL. They manage $37,241,000 in 225 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
433 Central Ave, 4th Floor, Saint Petersburg, FL 33701
https://www.linkedin.com/company/client-focused-financial
By the Numbers
  • Total Assets Under Management
    37
    MILLION
  • Total Number of Accounts
    225
    ACCOUNTS
  • Average Account Value
    $165,516
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MD, NJ, PA

Financial Advisors at Client Focused Financial
Showing 1 - 1 of 1 top financial advisors.
1
Daniel Westfall, financial advisor Saint Petersburg FL
Daniel P. Westfall
CRD#: 6033774
433 Central Ave, 4th Floor, Saint Petersburg, FL 33701

Daniel Westfall (CRD# 6033774) is an Investment Advisor Representative working at Client Focused Financial in Saint Petersburg, FL and has over 11 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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