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FOCUSED FINANCES, LLC
CRD 130911
1300 CLAY STREET, SUITE 600, OAKLAND, CA, 94612, United States
Phone
(877) 746-7914
Fax
(510) 291-8304
Registration
— (—)
Source
State registered
Total AUM
$67.8M
Discretionary AUM
$67.8M
Team
1 total employees; 1 advisory reps; 25 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 44 | $22.1M |
| High net worth individuals | 24 | $45.6M |
All web addresses on file
Official SEC filing: View on IAPD