⚲
|
Pure Financial Advisors LLC
✚
|
|
---|---|
CRD # | 144316 |
SEC # | 801-70137 |
CIK # | 0001571556 |
AUM | $6.3 BB (2024-03-27) |
Employees | 123 (37% Investors, 0% Brokers) |
Phone | 877-222-6044 |
Address | 3131 Camino del Rio N San Diego, CA 92108 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
Total AUM ($BB) |
---|
Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
---|---|---|---|
AAPL | 2,382.8 | 0.0 | |
Holdings by Sector ($BB) |
---|
AUM Breakdown | Accounts | AUM ($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 |