Client Focused Financial

Overview

Client Focused Financial is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients, combining financial planning and portfolio management for individuals and small businesses with an insurance brokerage practice. Its client billing mixes percentage-of-AUM fees and fixed-fee arrangements. The adviser does not identify as an ESG investor, is not structured as a capital allocator, and does not position itself as a pension consultant or multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices