Focused Finances, LLC
Focused Finances, LLC (CRD# 130911) is a financial advisory firm headquartered in Oakland, CA. They manage $57,386,554 in 132 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management57MILLION
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Total Number of Accounts132ACCOUNTS
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Average Account Value$434,747
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
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, LA
Financial Advisors at Focused Finances, LLC
1
Patricia Jennerjohn (CRD# 2429911) is an Investment Advisor Representative working at Focused Finances, LLC in Oakland, CA and has 1 year of experience in the finance industry.
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