FINANCIAL LIFE FOCUS, LLC
CRD #152904 SEC #801-71195 PHILADELPHIA, PA (973) 533-0666
SEC Registered
Total AUM
$311.6M
Discretionary
$0
Employees
8
Clients
101
Accounts
567
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2024 | $379.4M | $0 | $379.4M | 8 | 0 |
| Dec 2023 | $311.6M | $0 | $311.6M | 8 | 0 |
| Nov 2023 | $311.6M | $0 | $311.6M | 8 | 0 |
| Sep 2023 | $311.6M | $0 | $311.6M | 8 | 0 |
| Aug 2023 | $311.6M | $0 | $311.6M | 8 | 0 |
| May 2023 | $311.6M | $0 | $311.6M | 8 | 0 |
| Mar 2023 | $311.6M | $0 | $311.6M | 8 | 0 |
| Feb 2023 | $311.6M | $0 | $311.6M | 8 | 0 |
| Feb 2023 | $311.6M | $0 | $311.6M | 8 | 0 |
| Jan 2023 | $317.1M | $0 | $317.1M | 8 | 0 |
| Feb 2022 | $317.1M | $0 | $317.1M | 8 | 0 |
| Feb 2022 | $317.1M | $0 | $317.1M | 8 | 0 |
| Mar 2021 | $254.4M | $0 | $254.4M | 9 | 0 |
| Feb 2021 | $242.7M | $0 | $242.7M | 8 | 0 |
| Nov 2020 | $242.7M | $0 | $242.7M | 8 | 0 |
| Aug 2020 | $242.7M | $0 | $242.7M | 8 | 0 |
| Jul 2020 | $242.7M | $0 | $242.7M | 8 | 0 |
| Jun 2020 | $242.7M | $0 | $242.7M | 8 | 0 |
| Mar 2020 | $242.7M | $0 | $242.7M | 8 | 0 |
| Mar 2020 | $242.7M | $0 | $242.7M | 8 | 0 |
| May 2019 | $258.5M | $0 | $258.5M | 8 | 0 |
| Mar 2019 | $258.5M | $0 | $258.5M | 8 | 0 |
| Aug 2018 | $226.8M | $0 | $226.8M | 9 | 0 |
| Jun 2018 | $226.8M | $0 | $226.8M | 9 | 0 |
| Apr 2018 | $226.8M | $0 | $226.8M | 9 | 0 |
| Mar 2018 | $226.8M | $0 | $226.8M | 9 | 0 |
| Apr 2017 | $203.2M | $0 | $203.2M | 10 | 200 |
| Feb 2017 | $203.2M | $0 | $203.2M | 10 | 200 |
| Feb 2017 | $203.2M | $0 | $203.2M | 10 | 200 |
| Aug 2016 | $169M | $0 | $169M | 10 | 200 |
| Jul 2016 | $169M | $0 | $169M | 10 | 200 |
| May 2016 | $169M | $0 | $169M | 10 | 200 |
| Feb 2016 | $169M | $0 | $169M | 9 | 200 |
| Feb 2016 | $169M | $0 | $169M | 9 | 200 |
| Jan 2016 | $167.2M | $0 | $167.2M | 6 | 600 |
| Sep 2015 | $167.2M | $0 | $167.2M | 6 | 600 |
| May 2015 | $167.2M | $0 | $167.2M | 6 | 600 |
| Apr 2015 | $167.2M | $0 | $167.2M | 6 | 600 |
| Apr 2015 | $167.2M | $0 | $167.2M | 6 | 600 |
| Mar 2015 | $167.2M | $0 | $167.2M | 6 | 600 |
| Jan 2015 | $148M | $0 | $148M | 10 | 300 |
| Sep 2014 | $148M | $0 | $148M | 9 | 300 |
| Jul 2014 | $148M | $0 | $148M | 9 | 300 |
| Mar 2014 | $148M | $0 | $148M | 9 | 300 |
| Oct 2013 | $120.2M | $0 | $120.2M | 8 | 200 |
| May 2013 | $120.2M | $0 | $120.2M | 8 | 200 |
| Apr 2013 | $120.2M | $0 | $120.2M | 8 | 200 |
| Sep 2012 | $154.7M | $0 | $154.7M | 6 | 200 |
| Jul 2012 | $154.7M | $0 | $154.7M | 6 | 200 |
| Mar 2012 | $154.7M | $0 | $154.7M | 6 | 200 |
| Mar 2012 | $154.7M | $0 | $154.7M | 6 | 200 |
| Apr 2011 | $146.5M | $0 | $146.5M | 10 | -- |
| Aug 2010 | $133.1M | $0 | $133.1M | 10 | -- |
| Jul 2010 | $133.1M | $0 | $133.1M | 10 | -- |
| Jun 2010 | $0 | $0 | $0 | 10 | -- |
| Mar 2010 | $0 | $0 | $0 | 10 | -- |
DateJan 2024
Total AUM$379.4M
Discretionary$0
Non-Disc.$379.4M
Employees8
Clients0
DateDec 2023
Total AUM$311.6M
Discretionary$0
Non-Disc.$311.6M
Employees8
Clients0
DateNov 2023
Total AUM$311.6M
Discretionary$0
Non-Disc.$311.6M
Employees8
Clients0
DateSep 2023
Total AUM$311.6M
Discretionary$0
Non-Disc.$311.6M
Employees8
Clients0
DateAug 2023
Total AUM$311.6M
Discretionary$0
Non-Disc.$311.6M
Employees8
Clients0
DateMay 2023
Total AUM$311.6M
Discretionary$0
Non-Disc.$311.6M
Employees8
Clients0
DateMar 2023
Total AUM$311.6M
Discretionary$0
Non-Disc.$311.6M
Employees8
Clients0
DateFeb 2023
Total AUM$311.6M
Discretionary$0
Non-Disc.$311.6M
Employees8
Clients0
DateFeb 2023
Total AUM$311.6M
Discretionary$0
Non-Disc.$311.6M
Employees8
Clients0
DateJan 2023
Total AUM$317.1M
Discretionary$0
Non-Disc.$317.1M
Employees8
Clients0
DateFeb 2022
Total AUM$317.1M
Discretionary$0
Non-Disc.$317.1M
Employees8
Clients0
DateFeb 2022
Total AUM$317.1M
Discretionary$0
Non-Disc.$317.1M
Employees8
Clients0
DateMar 2021
Total AUM$254.4M
Discretionary$0
Non-Disc.$254.4M
Employees9
Clients0
DateFeb 2021
Total AUM$242.7M
Discretionary$0
Non-Disc.$242.7M
Employees8
Clients0
DateNov 2020
Total AUM$242.7M
Discretionary$0
Non-Disc.$242.7M
Employees8
Clients0
DateAug 2020
Total AUM$242.7M
Discretionary$0
Non-Disc.$242.7M
Employees8
Clients0
DateJul 2020
Total AUM$242.7M
Discretionary$0
Non-Disc.$242.7M
Employees8
Clients0
DateJun 2020
Total AUM$242.7M
Discretionary$0
Non-Disc.$242.7M
Employees8
Clients0
DateMar 2020
Total AUM$242.7M
Discretionary$0
Non-Disc.$242.7M
Employees8
Clients0
DateMar 2020
Total AUM$242.7M
Discretionary$0
Non-Disc.$242.7M
Employees8
Clients0
DateMay 2019
Total AUM$258.5M
Discretionary$0
Non-Disc.$258.5M
Employees8
Clients0
DateMar 2019
Total AUM$258.5M
Discretionary$0
Non-Disc.$258.5M
Employees8
Clients0
DateAug 2018
Total AUM$226.8M
Discretionary$0
Non-Disc.$226.8M
Employees9
Clients0
DateJun 2018
Total AUM$226.8M
Discretionary$0
Non-Disc.$226.8M
Employees9
Clients0
DateApr 2018
Total AUM$226.8M
Discretionary$0
Non-Disc.$226.8M
Employees9
Clients0
DateMar 2018
Total AUM$226.8M
Discretionary$0
Non-Disc.$226.8M
Employees9
Clients0
DateApr 2017
Total AUM$203.2M
Discretionary$0
Non-Disc.$203.2M
Employees10
Clients200
DateFeb 2017
Total AUM$203.2M
Discretionary$0
Non-Disc.$203.2M
Employees10
Clients200
DateFeb 2017
Total AUM$203.2M
Discretionary$0
Non-Disc.$203.2M
Employees10
Clients200
DateAug 2016
Total AUM$169M
Discretionary$0
Non-Disc.$169M
Employees10
Clients200
DateJul 2016
Total AUM$169M
Discretionary$0
Non-Disc.$169M
Employees10
Clients200
DateMay 2016
Total AUM$169M
Discretionary$0
Non-Disc.$169M
Employees10
Clients200
DateFeb 2016
Total AUM$169M
Discretionary$0
Non-Disc.$169M
Employees9
Clients200
DateFeb 2016
Total AUM$169M
Discretionary$0
Non-Disc.$169M
Employees9
Clients200
DateJan 2016
Total AUM$167.2M
Discretionary$0
Non-Disc.$167.2M
Employees6
Clients600
DateSep 2015
Total AUM$167.2M
Discretionary$0
Non-Disc.$167.2M
Employees6
Clients600
DateMay 2015
Total AUM$167.2M
Discretionary$0
Non-Disc.$167.2M
Employees6
Clients600
DateApr 2015
Total AUM$167.2M
Discretionary$0
Non-Disc.$167.2M
Employees6
Clients600
DateApr 2015
Total AUM$167.2M
Discretionary$0
Non-Disc.$167.2M
Employees6
Clients600
DateMar 2015
Total AUM$167.2M
Discretionary$0
Non-Disc.$167.2M
Employees6
Clients600
DateJan 2015
Total AUM$148M
Discretionary$0
Non-Disc.$148M
Employees10
Clients300
DateSep 2014
Total AUM$148M
Discretionary$0
Non-Disc.$148M
Employees9
Clients300
DateJul 2014
Total AUM$148M
Discretionary$0
Non-Disc.$148M
Employees9
Clients300
DateMar 2014
Total AUM$148M
Discretionary$0
Non-Disc.$148M
Employees9
Clients300
DateOct 2013
Total AUM$120.2M
Discretionary$0
Non-Disc.$120.2M
Employees8
Clients200
DateMay 2013
Total AUM$120.2M
Discretionary$0
Non-Disc.$120.2M
Employees8
Clients200
DateApr 2013
Total AUM$120.2M
Discretionary$0
Non-Disc.$120.2M
Employees8
Clients200
DateSep 2012
Total AUM$154.7M
Discretionary$0
Non-Disc.$154.7M
Employees6
Clients200
DateJul 2012
Total AUM$154.7M
Discretionary$0
Non-Disc.$154.7M
Employees6
Clients200
DateMar 2012
Total AUM$154.7M
Discretionary$0
Non-Disc.$154.7M
Employees6
Clients200
DateMar 2012
Total AUM$154.7M
Discretionary$0
Non-Disc.$154.7M
Employees6
Clients200
DateApr 2011
Total AUM$146.5M
Discretionary$0
Non-Disc.$146.5M
Employees10
Clients--
DateAug 2010
Total AUM$133.1M
Discretionary$0
Non-Disc.$133.1M
Employees10
Clients--
DateJul 2010
Total AUM$133.1M
Discretionary$0
Non-Disc.$133.1M
Employees10
Clients--
DateJun 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateMar 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--