CLIENT FOCUSED FINANCIAL

CLIENT FOCUSED FINANCIAL of SAINT PETERSBURG, FL is an SEC-registered investment adviser (CRD 289929). Regulatory assets under management: $69.5M.

Registration

• CRD: 289929
• Type: Registered investment adviser
• Location: 200 CENTRAL AVE 4TH FLOOR, SAINT PETERSBURG, FL, 33701
• Phone: 609-439-1687
• Latest filing: 2026-01-23
• Regulatory AUM: $69.5M
• Discretionary AUM: $69.5M
• Clients: 1
• Accounts: 263

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 289929 on SEC IAPD (source of record)
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