3131 Camino Del Rio N
Suite 1550
San Diego, California 92108
Tel: 877-222-6044
PURE FINANCIAL ADVISORS, LLC, formally registered with the SEC as PURE FINANCIAL ADVISORS, LLC. The firm was established in 05/01/2009. They have over 7 offices throughout the country.
PURE FINANCIAL ADVISORS, LLC is a San Diego, California based Financial Planning firm with nearly $4,600,614,925 assets under management, offering retirement planning & investment advisory services to 14757 clients. The firm is staffed with 123 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 144316 |
SEC# | 801-70137 |
Assets Managed by Firm | $4,600,614,925 |
No. of Clients | 14757 |
No. of Advisors | 123 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 14757 | $4,600,614,925 |
Individuals (other than high net worth individuals) | 2321 | $1,086,271,805 |
High net worth individuals | 1809 | $3,484,023,226 |
Pension and profit sharing plans | 5 | $20,425,664 |
Charitable organizations | 2 | $9,894,230 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$2,936,601,179,276 | 18358 | 1331 | |
$2,406,691,634,676 | 481 | 754 | |
$2,248,547,388,863 | 2782 | 3177 | |
$782,620,910,160 | 242041 | 1007 | |
$322,933,193,102 | 762 | 295 |
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