Pure Financial Advisors LLC

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Assets, Funds, Holdings

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Pure Financial Advisors LLC
CRD #144316
SEC #801-70137
CIK #0001571556
AUM $6.3 BB (2024-03-27)
Employees 123 (37% Investors, 0% Brokers)
Phone877-222-6044
Address3131 Camino del Rio N
San Diego, CA 92108
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($BB)
7.56.04.53.01.50.02008201320192025
Sector Form 13F Holdings Cap ($BB) Value ($BB)
AAPL 2,382.8 0.0
 
 
 
 
 
 
 
 
 
 
Holdings by Sector ($BB)
4.03.22.41.60.80.02013201720212025
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 2,321 1.1
(b) Individuals (high net worth individuals) 1,809 3.5
(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 5 0.0
(h) Charitable organizations 2 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 14,757 4.6
By Discretionary
Discretionary 14,528 4.5
Non-Discretionary 229 0.1
Total 14,757 4.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 4.6
Total 14,757 4.6
EDGAR Form CIK 2011 - 2024
13F-HR [0001571556]
Comparable Firms State AUM ($BB)
The Ameriflex Group Inc
NV 6.5
FNB Investment Advisors Inc
PA 6.3
Foundations Investment Advisors LLC
AZ 6.3
Shuster Advisory Group LLC
HI 6.3
Centaurus Financial Inc
CA 6.3
Synovus Securities Inc
GA 6.2
One Capital Management LLC
CA 6.2
F L Putnam Investment Management Co
MA 6.2
Thrivent Advisor Network LLC
MN 6.2
GYL Financial Synergies LLC
CT 6.1
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