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FINANCIAL SENSE ADVISORS, INC.
CRD 111090 · SEC 801-25937
10920 VIA FRONTERA, SUITE 500, SAN DIEGO, CA, 92127, United States
Phone
858-487-3939
Fax
858-487-3969
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$835.6M
Discretionary AUM
$835.6M
Team
11 total employees; 8 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 399 | $206.0M |
| High net worth individuals | 189 | $606.7M |
| Pension/profit sharing plans | 3 | $3.1M |
| Corporations/business entities | 6 | $19.8M |
States served
AL, AZ, CA, CO, GA, ID, IL, IN, IA, KS, LA, MD, MA, MI, MN, MS, MT, NV, NJ, NM, NY, NC, OH, OR, PA, SC, TN, UT, VA, WI, MO, WA, TX, NH, HI, CT, FL
All web addresses on file
Official SEC filing: View on IAPD