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CLIENT FOCUSED FINANCIAL, LLC

Advisory

SAINT PETERSBURG, FL

Data as of Aug 27, 2026 · Source: SEC Form ADV

Rank in FL
#1,478
of 2,610 advisers by AUM
Average account
$264K
across 263 accounts
AUM per adviser
$70M
1 advisers

Source: SEC Form ADV. Figures as filed Aug 27, 2026.

Total AUM
$70M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$70M
Discretionary AUM$70M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients262
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL, MD, NJ, PA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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