Key facts
- CORE FINANCIAL ADVISORS is a other based in SAN BERNARDINO, CA.
- CORE FINANCIAL ADVISORS reports $2.7M in regulatory assets under management, per its SEC Form ADV (2026-01).
Registered with the SEC
Form ADV · 2026-01 · CRD 168839- Regulatory AUM
- $2.7M
- Private fund assets
- —
- Private funds
- —
- Staff
- 5
- Registered office
- SAN BERNARDINO, CA
- SEC status
- Approved
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as CORE FINANCIAL ADVISORS, LLC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for CORE FINANCIAL ADVISORS are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is CORE FINANCIAL ADVISORS's AUM?
- CORE FINANCIAL ADVISORS manages approximately $2.7M in assets.