FOCUSED MISSION FINANCIAL

FOCUSED MISSION FINANCIAL of SAN DIEGO, CA is an SEC-registered investment adviser (CRD 322953). Regulatory assets under management: $64.7M.

Registration

• CRD: 322953
• Type: Registered investment adviser
• Location: 11440 W. BERNARDO COURT, SAN DIEGO, CA, 92127
• Phone: 619-279-5002
• Latest filing: 2026-03-03
• Regulatory AUM: $64.7M
• Discretionary AUM: $64.5M
• Non-discretionary AUM: $187K
• Clients: 2
• Accounts: 181

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 322953 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search