CRD: 128847
Financial Focus Asset MANAGEMENT,INC.
$17.0M Total AUM
$17.0M Disc. AUM
-- 3Y CAGR
1 Employees
194 ADV. Clients
23 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-24-2002
- Office Locations
- 1
Office Locations
59 Samoset ST Plymouth MA
About Financial Focus Asset MANAGEMENT,INC.
Financial Focus Asset Management, Inc. is a Plymouth, MA retail advisory firm led by president Leo Francis Leydon. The practice manages client portfolios primarily in SMAs with an ETF-heavy allocation (equity ETFs) alongside cash. For distribution teams, it’s a single-advisor boutique with a clear ETF implementation tilt.
Team overview
-- AVG AGE
$17.0M AVG AUM / ADVISOR
$87.6K AVG AUM / CLIENT
11.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
23yrs Firm Age
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Owner & Executives
L
LEO FRANCIS LEYDON
President, Registered Representative
- CRD
- #4121614
- Ownership
- 75% or more
(840) 406-6631
pioneer.timber@summitcapital.com
in linkedin.com/in/value-focus
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $17,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $17,000,000
Equity - Exchange:
60.0% Cash:
40.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $685,007,050 | 60.0% |
| Cash | $456,671,366 | 40.0% |
| Total | $1,141,678,416 | 100.0% |