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CLIENT FOCUSED FINANCIAL
CLIENT FOCUSED FINANCIAL, LLC
CRD 289929
200 CENTRAL AVE 4TH FLOOR, 4TH FLOOR, SAINT PETERSBURG, FL, 33701, United States
Phone
609-439-1687
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$69.5M
Discretionary AUM
$69.5M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 250 | $47.4M |
| High net worth individuals | 12 | $21.3M |
All web addresses on file
Official SEC filing: View on IAPD