Core Financial Advisors LLC

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Assets, Funds, Holdings

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Core Financial Advisors LLC
CRD #168839
SEC #801-78617
CIK #
AUM $159.0 MM (2024-03-19)
Employees 5 (80% Investors, 40% Brokers)
Phone909-382-4545
Address301 East Vanderbilt Way
San Bernardino, CA 92408
Source [IAPD] [Website]
Total AUM ($MM)
180144108723602009201420192025
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
CA 0.2
Windle Wealth LLC
OK 0.2
BLVD Private Wealth LLC
KY 0.2
Pinnacle Wealth Management LLC
CA 0.2
Personal Choice Financial Advisors LLC
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
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