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Building 2CORE FINANCIAL ADVISORS

Map pinSAN BERNARDINO, CA
Phone909-382-4545
NotebookSEC #801-78617
Total AUM
$178.5M
Employees
5
Clients
250

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
301 EAST VANDERBILT WAY
SUITE 230
SAN BERNARDINO
CA 92408
United States
Operating Hours
8:00 AM - 4:30PM, FRIDAY 8:00AM - 1:00PM
Monday - Friday
Phone
909-382-4545

ReceiptFinancials

Total AUM
$178.5M
Accounts
507
Discretionary
$152.4M
Accounts
393
Non-Discretionary
$26.1M
Accounts
114

ContactClients

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Individual Clients
203
AUM
$62.9M
HNW Individual Clients
46
AUM
$114.5M
Pension/Profit Sharing Plan Clients
1
AUM
$1.1M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOLATXUT

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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