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CORE FINANCIAL ADVISORS

Tel: 909-382-4545
301 East Vanderbilt Way
Suite 230
San Bernardino, California  92408

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CORE FINANCIAL ADVISORS

CORE FINANCIAL ADVISORS is a San Bernardino, California based financial advisory firm with nearly $158,991,472 in assets under management and provides investment advisory services for 534 clients. There are currently 5 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Commission Based

Firm CRD#:

168839

SEC#:

801-78617

No. of Clients:

534

Assets under Management

$158,991,472

No. of Advisors:

5

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