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Home > Retirement Planners > california > san diego > FINANCIAL SENSE ADVISORS, INC.
FINANCIAL SENSE ADVISORS, INC.
10809 Thornmint Road
2nd Floor
San Diego, California 92127
Tel: 858-487-3939
About FINANCIAL SENSE ADVISORS, INC.
FINANCIAL SENSE ADVISORS, INC, formally registered with the SEC as FINANCIAL SENSE ADVISORS, INC. The firm was established in 12/31/1985. They have over 1 offices throughout the country.
FINANCIAL SENSE ADVISORS, INC. is a San Diego, California based Financial Planning firm with nearly $568,400,487 assets under management, offering retirement planning & investment advisory services to 1069 clients. The firm is staffed with 12 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 111090 |
| SEC# | 801-25937 |
| Assets Managed by Firm | $568,400,487 |
| No. of Clients | 1069 |
| No. of Advisors | 12 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1069 | $568,400,487 |
| Individuals (other than high net worth individuals) | 935 | $245,857,091 |
| High net worth individuals | 100 | $276,252,798 |
| Pension and profit sharing plans | 21 | $16,309,522 |
| Corporations or other businesses | 13 | $29,981,076 |
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