Susan Macmichael John, Cfp Dba Financial Focus (Wolfeboro)

Name: Susan Macmichael John, Cfp Dba Financial Focus
Address: 40 Mill Street, Wolfeboro, NH, 03894 2250
Telephone: 603-569-1994

Susan Macmichael John, Cfp Dba Financial Focus is a large advisory firm based in Wolfeboro. It manages $97.52 million of regulatory assets for 603 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of New Hampshire.

Susan Macmichael John, Cfp Dba Financial Focus provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Susan Macmichael John, Cfp Dba Financial Focus: assets under management

The assets under management (AUM) of Susan Macmichael John, Cfp Dba Financial Focus is $97.52 million. The firm's AUM has grown by 1% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $62.66 million in discretionary accounts and $34.86 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $161.48 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $162.14 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Susan Macmichael John, Cfp Dba Financial Focus for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Susan Macmichael John, Cfp Dba Financial Focus

Susan John has been acting as President since 1 Sep 2004. Kristen Ann Madden joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Susan John	Sole proprietor	1 Sep 1995	75% - 100%	1830060
Susan John	President	1 Sep 2004	75% - 100%	1830060
Kristen Ann Madden	Chief compliance officer	1 Sep 2004	Other	1629153

Based in Wolfeboro

The principal office where Susan Macmichael John, Cfp Dba Financial Focus performs its advisory services is located at 40 Mill Street, Wolfeboro, NH 03894 2250 The mailing address of the firm is Po Box 2250, Wolfeboro, NH 03894 2250. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 603-569-1994 or by fax 603-569-2093. The normal business hours are 9:00-5:00 on Monday - Friday. You can find more information about the New York firm at yourfinancialfocus.com.