FINANCIAL LIFE FOCUS, LLC

PHILADELPHIA, Pennsylvania·3 registered advisors·CRD# 152904
SEC# 801-711956(973) 533-0666
01

Firm Overview

AUM
$379M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: A PERCENTAGE OF GROSS INCOME AND NET WORTH
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at FINANCIAL LIFE FOCUS, LLC

3 registered advisors
Jeremy David Levinn
PHILADELPHIA, Pennsylvania
Joseph Chuo-Ju Kuo
PHILADELPHIA, Pennsylvania
Michael Frank Kay
LIVINGSTON, New Jersey
05

Office Locations

PHILADELPHIA, Pennsylvania
2 advisors
LIVINGSTON, New Jersey
1 advisor

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Data sourced from SEC Form ADV filings. FINANCIAL LIFE FOCUS, LLC (CRD# 152904) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.