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- Custodian
- Altruist · Truist Bank
- Clients
- Retail
- Platforms
- SignalWave +more
- Established Date
- 08-31-2004
- Office Locations
- 1
Office Locations
About Focused Finances, LLC
Focused Finances, LLC is a fee-only fiduciary financial planning firm offering ongoing planning and optional investment management tailored to each client’s needs. The practice serves educated, savvy individuals and families who want a collaborative partner to organize priorities, build confidence, and stay focused. Investment guidance follows a disciplined, systematic process—no hunches or market timing—and planning is available without requiring asset management.
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Owner & Executives
PATRICIA LOUISE JENNERJOHN
Investment Advisor, Managing Member
- CRD
- #2429911
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $67,750,122 | -- |
| Non-Discretionary | $12,513 | -- |
| Total | $67,762,635 | -- |
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Separately Managed Accounts
Total SMA Asset: $67,762,635
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $716,807,692 | 22.6% |
| Cash | $412,323,009 | 13.0% |
| Municipal Bonds | $497,959,326 | 15.7% |
| Private Funds | $647,029,952 | 20.4% |
| Equity - Exchange | $897,595,473 | 28.3% |
| Total | $3,171,715,452 | 100.0% |