CORE FINANCIAL ADVISORS, LLC
Doing business as CORE FINANCIAL ADVISORS. SEC Form ADV profile.
Total regulatory AUM
$178,523,341
Discretionary
$152,412,799
Non-discretionary
$26,110,542
Firm details
- CRD number
- 168839
- SEC file number
- 801-78617
- Main office
- SAN BERNARDINO, CA, United States
- Employees
- 5
- SEC status
- Approved
- Website
- HTTP://CFAONLINE.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.