RIA Intelligence

FINANCIAL SENSE ADVISORS, INC.

CRD #111090 SEC #801-25937 SAN DIEGO, CA 858-487-3939
SEC Registered Broker-Dealer
Total AUM
$681.4M
Discretionary
$681.4M
Employees
13
Clients
11
Accounts
1,104

AUM Over Time

DateSep 2025
Total AUM$681.4M
Discretionary$681.4M
Non-Disc.$0
Employees13
Clients1
DateApr 2025
Total AUM$681.4M
Discretionary$681.4M
Non-Disc.$0
Employees13
Clients1
DateMar 2025
Total AUM$681.4M
Discretionary$681.4M
Non-Disc.$0
Employees13
Clients1
DateDec 2024
Total AUM$568.4M
Discretionary$568.4M
Non-Disc.$0
Employees12
Clients1
DateDec 2024
Total AUM$568.4M
Discretionary$568.4M
Non-Disc.$0
Employees12
Clients1
DateNov 2024
Total AUM$568.4M
Discretionary$568.4M
Non-Disc.$0
Employees12
Clients1
DateSep 2024
Total AUM$568.4M
Discretionary$568.4M
Non-Disc.$0
Employees12
Clients1
DateMay 2024
Total AUM$568.4M
Discretionary$568.4M
Non-Disc.$0
Employees12
Clients1
DateMar 2024
Total AUM$568.4M
Discretionary$568.4M
Non-Disc.$0
Employees12
Clients1
DateAug 2023
Total AUM$584.6M
Discretionary$584.6M
Non-Disc.$0
Employees15
Clients4
DateJun 2023
Total AUM$584.6M
Discretionary$584.6M
Non-Disc.$0
Employees15
Clients4
DateMar 2023
Total AUM$584.6M
Discretionary$584.6M
Non-Disc.$0
Employees15
Clients4
DateMar 2022
Total AUM$601M
Discretionary$601M
Non-Disc.$0
Employees15
Clients4
DateMar 2021
Total AUM$561.8M
Discretionary$561.8M
Non-Disc.$0
Employees17
Clients4
DateJun 2020
Total AUM$497.7M
Discretionary$497.7M
Non-Disc.$0
Employees15
Clients4
DateMar 2020
Total AUM$497.7M
Discretionary$497.7M
Non-Disc.$0
Employees15
Clients4
DateMar 2019
Total AUM$452.8M
Discretionary$452.8M
Non-Disc.$0
Employees15
Clients4
DateMar 2018
Total AUM$442.5M
Discretionary$442.5M
Non-Disc.$0
Employees8
Clients4
DateOct 2017
Total AUM$394.6M
Discretionary$394.6M
Non-Disc.$0
Employees8
Clients4
DateOct 2017
Total AUM$394.6M
Discretionary$394.6M
Non-Disc.$0
Employees8
Clients4
DateAug 2017
Total AUM$394.6M
Discretionary$394.6M
Non-Disc.$0
Employees8
Clients500
DateMar 2017
Total AUM$394.6M
Discretionary$394.6M
Non-Disc.$0
Employees8
Clients500
DateOct 2016
Total AUM$312M
Discretionary$312M
Non-Disc.$0
Employees8
Clients500
DateMar 2016
Total AUM$312M
Discretionary$312M
Non-Disc.$0
Employees12
Clients500
DateJun 2015
Total AUM$328.6M
Discretionary$328.6M
Non-Disc.$0
Employees12
Clients466
DateMar 2015
Total AUM$328.6M
Discretionary$328.6M
Non-Disc.$0
Employees12
Clients466
DateMar 2014
Total AUM$312.1M
Discretionary$312.1M
Non-Disc.$0
Employees12
Clients505
DateJun 2013
Total AUM$342.5M
Discretionary$342.5M
Non-Disc.$0
Employees12
Clients560
DateMar 2013
Total AUM$342.5M
Discretionary$342.5M
Non-Disc.$0
Employees12
Clients560
DateMar 2013
Total AUM$342.5M
Discretionary$342.5M
Non-Disc.$0
Employees12
Clients560
DateSep 2012
Total AUM$300.8M
Discretionary$300.8M
Non-Disc.$0
Employees6
Clients568
DateMay 2012
Total AUM$300.8M
Discretionary$300.8M
Non-Disc.$0
Employees6
Clients568
DateFeb 2012
Total AUM$300.8M
Discretionary$300.8M
Non-Disc.$0
Employees6
Clients568
DateApr 2011
Total AUM$294.2M
Discretionary$294.2M
Non-Disc.$0
Employees10
Clients--
DateFeb 2011
Total AUM$294.2M
Discretionary$294.2M
Non-Disc.$0
Employees10
Clients--
DateApr 2010
Total AUM$256.3M
Discretionary$256.3M
Non-Disc.$0
Employees10
Clients--
DateApr 2009
Total AUM$200M
Discretionary$200M
Non-Disc.$0
Employees10
Clients--
DateMar 2008
Total AUM$308M
Discretionary$308M
Non-Disc.$0
Employees10
Clients--
DateAug 2007
Total AUM$217.5M
Discretionary$217.5M
Non-Disc.$0
Employees10
Clients--
DateMay 2007
Total AUM$217.5M
Discretionary$217.5M
Non-Disc.$0
Employees10
Clients--
DateApr 2007
Total AUM$217.5M
Discretionary$217.5M
Non-Disc.$0
Employees10
Clients--
DateFeb 2007
Total AUM$217.5M
Discretionary$217.5M
Non-Disc.$0
Employees10
Clients--
DateFeb 2007
Total AUM$217.5M
Discretionary$217.5M
Non-Disc.$0
Employees10
Clients--
DateFeb 2007
Total AUM$217.5M
Discretionary$217.5M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$135.3M
Discretionary$135.3M
Non-Disc.$0
Employees10
Clients--
DateOct 2005
Total AUM$99.9M
Discretionary$99.9M
Non-Disc.$0
Employees10
Clients--
DateFeb 2005
Total AUM$99.9M
Discretionary$99.9M
Non-Disc.$0
Employees10
Clients--
DateAug 2004
Total AUM$76.4M
Discretionary$76.4M
Non-Disc.$0
Employees10
Clients--
DateMay 2004
Total AUM$76.4M
Discretionary$76.4M
Non-Disc.$0
Employees10
Clients--
DateApr 2002
Total AUM$54.9M
Discretionary$54.9M
Non-Disc.$0
Employees10
Clients--
DateSep 2001
Total AUM$50.1M
Discretionary$50.1M
Non-Disc.$0
Employees10
Clients--