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Core Financial Advisors LLC
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CRD # | 168839 |
SEC # | 801-78617 |
CIK # | |
AUM | $159.0 MM (2024-03-19) |
Employees | 5 (80% Investors, 40% Brokers) |
Phone | 909-382-4545 |
Address | 301 East Vanderbilt Way San Bernardino, CA 92408 |
Source | [IAPD] [Website] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 212 | 58.6 |
(b) Individuals (high net worth individuals) | 45 | 100.3 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.2 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 534 | 159.0 |
By Discretionary | ||
Discretionary | 445 | 141.1 |
Non-Discretionary | 89 | 17.9 |
Total | 534 | 159.0 |
By Non-United States Persons | ||
Non-United States Persons | 2.0 | |
United States Persons | 157.0 | |
Total | 534 | 159.0 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Namtaf Advisors LLC
✚
|
NC | 0.2 |
D'Arcy Capital Management LLC
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|
CA | 0.2 |
Windle Wealth LLC
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OK | 0.2 |
BLVD Private Wealth LLC
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|
KY | 0.2 |
Pinnacle Wealth Management LLC
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|
CA | 0.2 |
Personal Choice Financial Advisors LLC
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|
OH | 0.2 |
Bernard Wealth Management Corp
✚
|
MI | 0.2 |
SWP Financial LLC
✚
|
CA | 0.2 |
Vision Capital Management Corporation
✚
|
NC | 0.2 |
Aspirean Wealth LLC
✚
|
CA | 0.2 |