RIA Intel›Advisers›Massachusetts›FINANCIAL FOCUS ASSET MANAGEMENT,INC.

FINANCIAL FOCUS ASSET MANAGEMENT,INC.

Advisory

PLYMOUTH, MA

Data as of Nov 26, 2025 · Source: SEC Form ADV

Rank in MA

#1,368

of 1,590 advisers by AUM

Average account

$175K

across 97 accounts

AUM per adviser

$17M

1 advisers

Source: SEC Form ADV. Figures as filed Nov 26, 2025.

Total AUM

$17M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$17M

Discretionary AUM$17M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients97

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InMA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

97 clients

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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SULLIVAN RETIREMENT RESOURCES, LLC

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LMC INVESTMENTS, INC.

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