Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > california > san bernardino > CORE FINANCIAL ADVISORS
CORE FINANCIAL ADVISORS
301 East Vanderbilt Way
Suite 230
San Bernardino, California 92408
Tel: 909-382-4545
About CORE FINANCIAL ADVISORS
CORE FINANCIAL ADVISORS, formally registered with the SEC as CORE FINANCIAL ADVISORS. The firm was established in 10/16/2013. They have over 1 offices throughout the country.
CORE FINANCIAL ADVISORS is a San Bernardino, California based Financial Planning firm with nearly $158,991,472 assets under management, offering retirement planning & investment advisory services to 534 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 168839 |
| SEC# | 801-78617 |
| Assets Managed by Firm | $158,991,472 |
| No. of Clients | 534 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Commission Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 534 | $158,991,472 |
| Individuals (other than high net worth individuals) | 212 | $58,551,662 |
| High net worth individuals | 45 | $100,275,732 |
| Pension and profit sharing plans | Fewer than 5 clients | $164,078 |
More Retirement Planning firms in San Bernardino, California:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|
Explore More Retirement Advisors in San Bernardino, California