FINANCIAL FOCUS LLC

CARLSBAD, California·3 registered advisors·CRD# 282177
SEC# 801-1124080760-431-3040
01

Firm Overview

AUM
$633M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at FINANCIAL FOCUS LLC

3 registered advisors
Barbara Jessup Williams
CARLSBAD, California
CFP
Gloria Dawn Foote
CARLSBAD, California
CFP
Kaitlin Marie Hewell
CARLSBAD, California
CFP
05

Office Locations

CARLSBAD, California
3 advisors

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Data sourced from SEC Form ADV filings. FINANCIAL FOCUS LLC (CRD# 282177) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.