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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 12, 2023
- Branch Offices
- 6
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SECO, ROBERT, JOSEPH | I | MANAGER/CHIEF COMPLIANCE OFFICER | NA | Control |
| INTERIM HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| KAY, MICHAEL, F | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| KAY, MICHAEL, F | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| KAY, MICHAEL, F | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| KAY, MICHAEL, F | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| KAY, MICHAEL, F | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| KAY, MICHAEL, F | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| KAY, MICHAEL, F | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| KAY, MICHAEL, F | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| KAY, MICHAEL, F | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| KAY, MICHAEL, F | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| KAY, MICHAEL, F | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| KAY, MICHAEL, F | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| KAY, MICHAEL, F | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| KAY, MICHAEL, F | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| KAY, MICHAEL, F | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| KAY, MICHAEL, F | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| KAY, MICHAEL, FRANK | I | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KAY, MICHAEL, FRANK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KAY, MICHAEL, FRANK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KAY, MICHAEL, FRANK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KAY, MICHAEL, FRANK | I | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KAY, MICHAEL, FRANK | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KAY, MICHAEL, FRANK | I | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KAY, MICHAEL, FRANK | I | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KAY, MICHAEL, FRANK | I | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KAY, MICHAEL, FRANK | I | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KAY, MICHAEL, FRANK | I | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KAY, MICHAEL, FRANK | I | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KAY, MICHAEL, FRANK | I | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KAY, MICHAEL, FRANK | I | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KAY, MICHAEL, FRANK | I | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KAY, MICHAEL, FRANK | I | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KAY, MICHAEL, FRANK | I | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KAY, MICHAEL, FRANK | I | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KAY, MICHAEL, FRANK | I | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KAY, MICHAEL, FRANK | I | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KAY, MICHAEL, FRANK | I | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KAY, MICHAEL, FRANK | I | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KAY, MICHAEL, FRANK | I | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KAY, MICHAEL, FRANK | I | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KAY, MICHAEL, FRANK | I | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KAY, MICHAEL, FRANK | I | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KAY, MICHAEL, FRANK | I | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KAY, MICHAEL, FRANK | I | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KAY, MICHAEL, FRANK | I | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KAY, MICHAEL, FRANK | I | MANAGING MEMBER/PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| LEVINN, JEREMY, DAVID | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | |
| LEVINN, JEREMY, DAVID | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | |
| LEVINN, JEREMY, DAVID | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | |
| LEVINN, JEREMY, DAVID | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | |
| LEVINN, JEREMY, DAVID | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | |
| LEVINN, JEREMY, DAVID | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | |
| LEVINN, JEREMY, DAVID | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| LEVINN, JEREMY, DAVID | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | |
| LEVINN, JEREMY, DAVID | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | |
| LEVINN, JEREMY, DAVID | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| LEVINN, JEREMY, DAVID | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| LEVINN, JEREMY, DAVID | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | |
| Kuo, Joseph, Chuo-Ju | I | FINANCIAL PLANNER | B | |
| Kuo, Joseph, Chuo-Ju | I | FINANCIAL PLANNER | B | |
| Kuo, Joseph, Chuo-Ju | I | FINANCIAL PLANNER | B | |
| Kuo, Joseph, Chuo-Ju | I | FINANCIAL PLANNER | B | |
| Kuo, Joseph, Chuo-Ju | I | FINANCIAL PLANNER | B | |
| LEVINN, JEREMY, DAVID | I | PARTNER | B | |
| LEVINN, JEREMY, DAVID | I | PARTNER | B | |
| LEVINN, JEREMY, DAVID | I | PARTNER | B | |
| LEVINN, JEREMY, DAVID | I | PARTNER | B | |
| LEVINN, JEREMY, DAVID | I | PARTNER | B | |
| LEVINN, JEREMY, DAVID | I | PARTNER | B | |
| LEVINN, JEREMY, DAVID | I | PARTNER | B |
Registrations
Federal
IA
Dec 12, 2023 REGISTERED
Notice Filings (11)
CA CO CT FL MA NH NJ NY PA TX VT
Address
2400 MARKET STNO. 200
PHILADELPHIA, PA 19103
United States
Phone: (973) 533-0666