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).

By the Numbers
  • Total Assets Under Management
    57
    MILLION
  • Total Number of Accounts
    132
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA, LA

Financial Advisors at Focused Finances, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Patricia L. Jennerjohn
CRD#: 2429911
286 Santa Clara Avenue, Suite B, Oakland, CA 94610

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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