Core Financial Advisors
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Overview
Core Financial Advisors operates as a financial advisor company located in San Bernardino, California. It oversees $151.5 million in total assets throughout 497 customer accounts, placing it in the mid-tier of firms in the United States by assets under management (AUM). It has a small team, including 4 financial advisors. Core Financial Advisors is not a registered broker-dealer, signifying that the company is not able to buy and sell securities for its clients' and own accounts and instead is required to go through a broker-dealer firm to do so. Securities are exchangable fiscal investments such as options, stocks and bonds.
Core Financial Advisors oversees the majority of the company's accounts in a discretionary manner. Discretionary management means that transaction choices are made by an investment advisor without needing the customer's approval. The company also has 87 non-discretionary accounts with a total of $19.4 million in AUM. The advisory firm manages an average of $304,771 in assets for every customer account. An average financial advisor at Core Financial Advisors administers around 124 client accounts.
Core Financial Advisors's main office is at 301 East Vanderbilt Way, San Bernardino, California 92408. The company is legally registered to provide services to clients throughout a number of states, including Arizona, California, Colorado, Louisiana, Texas and Utah.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Core Financial Advisors by the Numbers
$151.5 million
5
497
$304.8 thousand
Products and Services
Core Financial Advisors provides multiple services, which can include financial planning services, portfolio management for individuals and small businesses and pension consulting services. Notably, it did not provide financial planning services to any of its clients in the previous financial year. It is engaged in selling products or offering services other than investment advisory services to its clients.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors are based on the type of financial services provided. Fee types charged by the firm can include the following fee structures: asset-based, hourly, fixed or commission-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 1% of firms
Commissions
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The company caters to retail investors and high net worth investors. Out of its 497 accounts, Core Financial Advisors's biggest client type is retail investors, although it also caters to 40 high-net-worth individuals. The SEC defines a high-net-worth individual as an individual who has at least $750,000 in AUM or a net worth of more than $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 1% of the firm's accounts are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 16.19%
- Other Individuals - 83.81%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Core Financial Advisors does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Core Financial Advisors
San Bernardino, CA
San Bernardino, CA
San Bernardino, CA
San Bernardino, CA
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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