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).

Current Firm Details
2400 Market St, No. 200, Philadelphia, PA 19103
http://www.financial-lifefocus.com
By the Numbers
  • Total Assets Under Management
    379
    MILLION
  • Total Number of Accounts
    606
    ACCOUNTS
  • Average Account Value
    $626,121
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, MA, NH, NJ, NY, PA, TX

Financial Advisors at Financial Life Focus, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Michael Kay, financial advisor West Orange NJ
Michael F. Kay
CRD#: 1420183
West Orange, NJ
Michael Kay (CRD# 1420183) is an Investment Advisor Representative working at Financial Life Focus, LLC in Livingston, NJ and has over 30 years of experience in the finance industry.
2
Joseph Kuo, financial advisor Newark CA
Joseph C. Kuo
CRD#: 6563403
39899 Balentine Drive, Suite 200, Newark, CA 94560

Joseph Kuo (CRD# 6563403) is an Investment Advisor Representative working at Financial Life Focus, LLC in Newark, CA and has over 8 years of experience in the finance industry.

3
Jeremy Levinn, financial advisor Philadelphia PA
Jeremy D. Levinn
CRD#: 5400425
2400 Market St, No. 200, Philadelphia, PA 19103

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.

4
Olga Raykhelson, financial advisor Philadelphia PA
Olga L. Raykhelson
CRD#: 1995046
2400 Market St, No. 200, Philadelphia, PA 19103

Olga Raykhelson (CRD# 1995046) is an Investment Advisor Representative working at Financial Life Focus, LLC in Philadelphia, PA and has over 26 years of experience in the finance industry.

5
Hugues Rivard, financial advisor Philadelphia PA
Hugues G. Rivard
CRD#: 5282684
2400 Market St, No. 200, Philadelphia, PA 19103

Hugues Rivard (CRD# 5282684) is an Investment Advisor Representative working at Financial Life Focus, LLC in Philadelphia, PA and has over 22 years of experience in the finance industry.

6
Johnny Roland, financial advisor Pleasanton CA
Johnny T. Roland
CRD#: 5967908
Pleasanton, CA

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.

7
Mollie Sebak, financial advisor Melbourne FL
Mollie Sebak
CRD#: 6460991
Melbourne, FL

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.

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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