F
CRD: 322953
Focused Mission Financial
$64.7M Total AUM
$64.5M Disc. AUM
-- 3Y CAGR
2 Employees
56 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- VectorGlacier
- Established Date
- 09-12-2022
- Office Locations
- 1
Office Locations
11440 W. Bernardo Court Suite 300 SAN Diego CA
About Focused Mission Financial
Focused Mission Financial is a San Diego-based RIA founded in 2022 by Matthew Ryan, providing ongoing, proactive wealth management and financial planning for business owners and entrepreneurs, with an emphasis on tax strategy and coordinated account management. Client portfolios are implemented primarily with ETFs and mutual funds and custodied at Charles Schwab.
Team overview
30 AVG AGE
$64.7M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
3.7 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
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Asset Classes
Atlas alpha Meridian
Client Personas
Horizon north Fusion
Custodian
Matrix Ridge meridian Pathway Wave vertex Element frontier
Investment Themes
Prime Matrix Fusion Vital signal
Investment Vehicles
Bridge
Platform
Alpha alpha
Services
Zenith Frontier Frontier Meridian north Glacier Timber Alpha Signal delta
Technology
Focus Horizon
Owner & Executives
M
MATTHEW RICHARD RYAN
Chief Compliance Officer, Founder
- CRD
- #6212129
- Ownership
- 75% or more
(222) 402-6592
wave.frontier@meridiancapital.com
in linkedin.com/in/quantum-meridian
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $64,506,955 | -- |
| Non-Discretionary | $186,799 | -- |
| Total | $64,693,754 | -- |
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Separately Managed Accounts
Total SMA Asset: $64,693,754
Public Funds:
14.3% Equity - Exchange:
38.8% Cash:
27.2% U.S. Government/Agency:
19.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $735,946,824 | 14.3% |
| Equity - Exchange | $1,996,834,741 | 38.8% |
| Cash | $1,399,842,911 | 27.2% |
| U.S. Government/Agency | $1,013,856,814 | 19.7% |
| Total | $5,146,481,290 | 100.0% |