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FOCUSED MISSION FINANCIAL

FOCUSED MISSION FINANCIAL LLC

CRD 322953

Visit website

11440 W. BERNARDO COURT, SUITE 300, SAN DIEGO, CA, 92127, United States

Phone

619-279-5002

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$64.7M

Discretionary AUM

$64.5M

Team

2 total employees; 1 advisory reps; 6 broker-dealer reps

Clients

26-50

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-03

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars

Client types

TypeClientsAUM
Individuals28$10.5M
High net worth individuals21$54.0M
Corporations/business entities1$187K

All web addresses on file

Official SEC filing: View on IAPD