|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Pure Financial Advisors LLC
✚
|
|
|---|---|
| CRD # | 144316 |
| SEC # | 801-70137 |
| CIK # | 0001571556 |
| AUM | $8.0 B (2025-07-21) |
| Employees | 171 (37% Investors, 0% Brokers) |
| Phone | 866-876-7873 |
| Address | 3131 Camino del Rio N San Diego, CA 92108 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.1 | ||
| Microsoft Corp | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,193 | 1.5 |
| (b) Individuals (high net worth individuals) | 3,060 | 6.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 0.0 |
| (h) Charitable organizations | 2 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 22,199 | 8.0 |
| By Discretionary | ||
| Discretionary | 21,556 | 7.9 |
| Non-Discretionary | 643 | 0.2 |
| Total | 22,199 | 8.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 8.0 | |
| Total | 22,199 | 8.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001571556] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Altair Advisers LLC
✚
|
IL | 8.7 |
|
Seven Post Investment Office LP
✚
|
CA | 8.4 |
|
Smith Shellnut Wilson LLC
✚
|
MS | 8.0 |
|
Shuster Advisory Group LLC
✚
|
CA | 7.9 |
|
Sentry Management Inc
✚
|
TX | 7.8 |
|
F L Putnam Investment Management Co
✚
|
MA | 7.7 |
|
Snowden Capital Advisors LLC
✚
|
NY | 7.6 |
|
Northwest Capital Management Inc
✚
|
OR | 7.6 |
|
Farther Finance Advisors LLC
✚
|
CA | 7.5 |
|
Intellicents Investment Solutions Inc
✚
|
MN | 7.4 |