CORE FINANCIAL ADVISORS, LLC
Legal name: CORE FINANCIAL ADVISORS
CRD #168839 SEC #801-78617 SAN BERNARDINO, CA 909-382-4545
SEC Registered
Total AUM
$168.8M
Discretionary
$148.7M
Employees
6
Clients
0
Accounts
506
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $168.8M | $148.7M | $20.1M | 6 | 0 |
| Mar 2024 | $159M | $141.1M | $17.9M | 5 | 0 |
| Mar 2023 | $151.5M | $132M | $19.4M | 5 | 0 |
| May 2022 | $177.5M | $153.9M | $23.6M | 5 | 0 |
| Mar 2022 | $177.5M | $153.9M | $23.6M | 5 | 0 |
| Oct 2021 | $157.4M | $141.2M | $16.2M | 4 | 0 |
| Oct 2021 | $157.4M | $141.2M | $16.2M | 4 | 0 |
| Feb 2021 | $157.4M | $141.2M | $16.2M | 4 | 0 |
| Jun 2020 | $144.9M | $123.5M | $21.4M | 4 | 0 |
| Jun 2020 | $144.9M | $123.5M | $21.4M | 4 | 0 |
| Mar 2020 | $144.9M | $123.5M | $21.4M | 4 | 0 |
| Feb 2020 | $144.9M | $123.5M | $21.4M | 4 | 0 |
| Feb 2020 | $144.9M | $123.5M | $21.4M | 4 | 0 |
| Jan 2020 | $127.8M | $109.3M | $18.5M | 4 | 0 |
| Aug 2019 | $127.8M | $109.3M | $18.5M | 4 | 0 |
| Aug 2019 | $127.8M | $109.3M | $18.5M | 4 | 0 |
| Mar 2019 | $127.8M | $109.3M | $18.5M | 4 | 0 |
| Feb 2019 | $136.9M | $87.5M | $49.5M | 4 | 0 |
| Jan 2019 | $136.9M | $87.5M | $49.5M | 3 | 0 |
| Mar 2018 | $136.9M | $87.5M | $49.5M | 3 | 0 |
| Mar 2017 | $133.5M | $67.8M | $65.8M | 3 | 200 |
| Feb 2016 | $127.6M | $69.4M | $58.2M | 3 | 220 |
| Mar 2015 | $124.8M | $83M | $41.8M | 4 | 220 |
| May 2014 | $102M | $36.2M | $65.8M | 4 | 150 |
| Mar 2014 | $102M | $36.2M | $65.8M | 4 | 150 |
| Jan 2014 | $102M | $36.2M | $65.8M | 4 | 0 |
| Oct 2013 | $0 | $0 | $0 | 4 | 0 |
| Sep 2013 | $0 | $0 | $0 | 4 | 0 |
| Sep 2013 | $0 | $0 | $0 | 4 | 0 |
DateMar 2025
Total AUM$168.8M
Discretionary$148.7M
Non-Disc.$20.1M
Employees6
Clients0
DateMar 2024
Total AUM$159M
Discretionary$141.1M
Non-Disc.$17.9M
Employees5
Clients0
DateMar 2023
Total AUM$151.5M
Discretionary$132M
Non-Disc.$19.4M
Employees5
Clients0
DateMay 2022
Total AUM$177.5M
Discretionary$153.9M
Non-Disc.$23.6M
Employees5
Clients0
DateMar 2022
Total AUM$177.5M
Discretionary$153.9M
Non-Disc.$23.6M
Employees5
Clients0
DateOct 2021
Total AUM$157.4M
Discretionary$141.2M
Non-Disc.$16.2M
Employees4
Clients0
DateOct 2021
Total AUM$157.4M
Discretionary$141.2M
Non-Disc.$16.2M
Employees4
Clients0
DateFeb 2021
Total AUM$157.4M
Discretionary$141.2M
Non-Disc.$16.2M
Employees4
Clients0
DateJun 2020
Total AUM$144.9M
Discretionary$123.5M
Non-Disc.$21.4M
Employees4
Clients0
DateJun 2020
Total AUM$144.9M
Discretionary$123.5M
Non-Disc.$21.4M
Employees4
Clients0
DateMar 2020
Total AUM$144.9M
Discretionary$123.5M
Non-Disc.$21.4M
Employees4
Clients0
DateFeb 2020
Total AUM$144.9M
Discretionary$123.5M
Non-Disc.$21.4M
Employees4
Clients0
DateFeb 2020
Total AUM$144.9M
Discretionary$123.5M
Non-Disc.$21.4M
Employees4
Clients0
DateJan 2020
Total AUM$127.8M
Discretionary$109.3M
Non-Disc.$18.5M
Employees4
Clients0
DateAug 2019
Total AUM$127.8M
Discretionary$109.3M
Non-Disc.$18.5M
Employees4
Clients0
DateAug 2019
Total AUM$127.8M
Discretionary$109.3M
Non-Disc.$18.5M
Employees4
Clients0
DateMar 2019
Total AUM$127.8M
Discretionary$109.3M
Non-Disc.$18.5M
Employees4
Clients0
DateFeb 2019
Total AUM$136.9M
Discretionary$87.5M
Non-Disc.$49.5M
Employees4
Clients0
DateJan 2019
Total AUM$136.9M
Discretionary$87.5M
Non-Disc.$49.5M
Employees3
Clients0
DateMar 2018
Total AUM$136.9M
Discretionary$87.5M
Non-Disc.$49.5M
Employees3
Clients0
DateMar 2017
Total AUM$133.5M
Discretionary$67.8M
Non-Disc.$65.8M
Employees3
Clients200
DateFeb 2016
Total AUM$127.6M
Discretionary$69.4M
Non-Disc.$58.2M
Employees3
Clients220
DateMar 2015
Total AUM$124.8M
Discretionary$83M
Non-Disc.$41.8M
Employees4
Clients220
DateMay 2014
Total AUM$102M
Discretionary$36.2M
Non-Disc.$65.8M
Employees4
Clients150
DateMar 2014
Total AUM$102M
Discretionary$36.2M
Non-Disc.$65.8M
Employees4
Clients150
DateJan 2014
Total AUM$102M
Discretionary$36.2M
Non-Disc.$65.8M
Employees4
Clients0
DateOct 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateSep 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateSep 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0