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

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