Lifefocus Financial Advisors, LLC

RIASEC Registered

Total AUM

$104M

Discretionary

$104M

100% of AUM

Avg account

$460K

Accounts

225

Employees

Advisory reps

Firm details

Headquarters: Walla Walla, Washington
CRD number: 136020
Website: www.lifefocusadvisors.com
Custodians: LPL FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI68.6%
Individuals17.85%
Pension & Profit Sharing Plans13.53%
Corporations / Businesses0.02%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Lifefocus Financial Advisors, LLC is an independent, individual-owned registered investment adviser operating as an LLC. The firm serves both individual and family clients and institutional or business clients, providing financial planning and discretionary portfolio management across individuals, small businesses and larger business/institutional relationships. It also offers pension consulting services and identifies accounting among its business activities. Fee arrangements include percentage-of-assets, hourly charges and fixed-fee engagements. The firm does not identify as an active ESG investor, is not a capital allocator, and is not set up as a multi-state or newly formed adviser.