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Building 2FINANCIAL SENSE ADVISORS, INC.

Map pinSAN DIEGO, CA
Phone858-487-3939
NotebookSEC #801-25937
Total AUM
$835.6M
Employees
11
Clients
597

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10920 VIA FRONTERA
SUITE 500
SAN DIEGO
CA 92127
United States
Operating Hours
6:30AM TO 4:00PM
Monday - Friday
Phone
858-487-3939

ReceiptFinancials

Total AUM
$835.6M
Accounts
1,116
Discretionary
$835.6M
Accounts
1,116
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
399
AUM
$206M
HNW Individual Clients
189
AUM
$606.7M
Pension/Profit Sharing Plan Clients
3
AUM
$3.1M
Corporation or Business Clients
6
AUM
$19.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCACOCTFLGAHIIAIDILINKSLAMAMDMIMNMOMSMTNCNHNJNMNVNYOHORPASCTNTXUTVAWAWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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