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| Happy Holidays!! thanks for using AUM13F!! |
| Core Financial Advisors LLC
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| CRD # | 168839 |
| SEC # | 801-78617 |
| CIK # | |
| AUM | $168.8 M (2025-03-18) |
| Employees | 6 (67% Investors, 17% Brokers) |
| Phone | 909-382-4545 |
| Address | 301 East Vanderbilt Way San Bernardino, CA 92408 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 207 | 60.7 |
| (b) Individuals (high net worth individuals) | 46 | 108.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 506 | 168.8 |
| By Discretionary | ||
| Discretionary | 414 | 148.7 |
| Non-Discretionary | 92 | 20.1 |
| Total | 506 | 168.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.4 | |
| United States Persons | 166.4 | |
| Total | 506 | 168.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Springwater Wealth Management LLC
✚
|
OR | 0.2 |
|
Erickson Financial Group LLC
✚
|
PA | 0.2 |
|
AJF Capital Management Inc
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|
NY | 0.2 |
|
Alpenglobal Capital LLC
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|
0.2 | |
|
Aligne Wealth Preservation & Insurance Services LLC
✚
|
CA | 0.2 |
|
Driven Investments LLC
✚
|
0.2 | |
|
Eagle Investment Advisors LLC
✚
|
PA | 0.2 |
|
RJP Investment Advisors LLP
✚
|
IN | 0.2 |
|
Goyette Financial Planning Inc
✚
|
CA | 0.2 |
|
Vines Capital Management LLC
✚
|
LA | 0.2 |