This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · Truist Bank
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 93 clients, or 93 clients per representative. That equates to $728.6K in reported AUM per client.
The profile lists 1 reported office location and 21 years in operation. The source data was last updated on June 2, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Focused Finances, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Focused Finances, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
PATRICIA LOUISE JENNERJOHN
Investment Advisor, Managing Member
- CRD
- #2429911
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $67,750,122 | -- |
| Non-Discretionary | $12,513 | -- |
| Total | $67,762,635 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Focused Finances, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.