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CORE FINANCIAL ADVISORS

CORE FINANCIAL ADVISORS, LLC

CRD 168839 · SEC 801-78617

Visit website

301 EAST VANDERBILT WAY, SUITE 230, SAN BERNARDINO, CA, 92408, United States

Phone

909-382-4545

Fax

909-382-4563

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$178.5M

Discretionary AUM

$152.4M

Team

5 total employees; 4 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-01-12

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consulting

Client types

TypeClientsAUM
Individuals203$62.9M
High net worth individuals46$114.5M

States served

AZ, CA, CO, LA, UT, TX

All web addresses on file

Official SEC filing: View on IAPD