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CORE FINANCIAL ADVISORS, LLC

dba CORE FINANCIAL ADVISORS · CRD 168839 · Registered Investment Adviser

CORE FINANCIAL ADVISORS, LLC is a Registered Investment Adviser headquartered in SAN BERNARDINO, CA. The firm reports $178,523,341 in regulatory assets under management across 507 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$152,412,799
Non-discretionary$26,110,542
Total RAUM$178,523,341
Accounts507

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 168839. adviserinfo.sec.gov/firm/summary/168839.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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