Susan Macmichael John, Cfp Dba Financial Focus (Wolfeboro)
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.
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
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.
Registered investment advisers similar to Susan Macmichael John, Cfp Dba Financial Focus
- Mbsc
- Macshane Capital Management
- Karel Gordon Investment Associates
- Fiduciary Financial Partners
- Peter J. Nagle Financial Management
- Spangler Financial Group
- Jamison Prince Asset Management, Incorporated
- Vita Intellectus
- Northland Securities
- Stocklin William James
- Ssr Capital Partners
- Ppg Investments
- Theorema Advisors Uk
- The Planning Group Of Scottsdale
- Tuve Investment Management