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| Keyboard |
| Core Financial Advisors LLC
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|---|---|
| CRD # | 168839 |
| SEC # | 801-78617 |
| CIK # | |
| AUM | 178.5 M (2026-01-12) |
| Employees | 5 (80% Investors, 20% 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) | 203 | 62.9 |
| (b) Individuals (high net worth individuals) | 46 | 114.5 |
| (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 | 1.1 |
| (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 | 507 | 178.5 |
| By Discretionary | ||
| Discretionary | 393 | 152.4 |
| Non-Discretionary | 114 | 26.1 |
| Total | 507 | 178.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.7 | |
| United States Persons | 175.9 | |
| Total | 507 | 178.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
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|---|---|---|
|
Brighttree Wealth Management LLC
✚
|
179.0 M | |
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Clearview Wealth Management LLC
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AJF Capital Management Inc
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|
Liberty One Wealth Advisors
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PA | 178.4 M |
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Index Technologies Group LLC
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NY | 178.3 M |
|
Avrio Wealth PTE Ltd
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|
Investment Insight Wealth Management LLC
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