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Building 2PURE FINANCIAL ADVISORS, LLC

Map pinSAN DIEGO, CA
Phone866-876-7873
NotebookSEC #801-70137
Total AUM
$11.1B
Employees
204
Clients
7,509

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3131 CAMINO DEL RIO N
SUITE 1550
SAN DIEGO
CA 92108
United States
Operating Hours
9:00 A.M.- 5:00P.M.
Monday - Friday
Phone
866-876-7873
Other Offices
12

ReceiptFinancials

Total AUM
$11.1B
Accounts
7,509
Discretionary
$10.9B
Accounts
6,954
Non-Discretionary
$203.4M
Accounts
555

ContactClients

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Individual Clients
3,936
AUM
$1.8B
HNW Individual Clients
3,567
AUM
$9.3B
Pension/Profit Sharing Plan Clients
4
AUM
$9.4M
Charitable Organization Clients
2
AUM
$1.3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCFLGAHIIDILINKSKYLAMAMDMEMIMNMOMTNCNENHNJNMNVNYOHOKORPASCTNTXUTVAVTWAWI

HandshakeAffiliates

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

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