3131 Camino Del Rio N
Suite 1550
San Diego, California 92108
Tel: 877-222-6044
PURE FINANCIAL ADVISORS, LLC, formally registered with the SEC as PURE FINANCIAL ADVISORS, LLC. The firm was established in 05/01/2009. They have over 10 offices throughout the country.
PURE FINANCIAL ADVISORS, LLC is a San Diego, California based Financial Planning firm with nearly $6,292,814,320 assets under management, offering retirement planning & investment advisory services to 17762 clients. The firm is staffed with 139 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 144316 |
| SEC# | 801-70137 |
| Assets Managed by Firm | $6,292,814,320 |
| No. of Clients | 17762 |
| No. of Advisors | 139 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 17762 | $6,292,814,320 |
| Individuals (other than high net worth individuals) | 2572 | $1,201,072,496 |
| High net worth individuals | 2397 | $5,058,610,367 |
| Pension and profit sharing plans | 4 | $22,111,621 |
| Charitable organizations | 2 | $11,019,836 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $3,315,358,763,219 | 22262 | 1384 | |
| $3,047,294,350,591 | 522 | 700 | |
| $2,615,929,249,500 | 2811 | 3194 | |
| $1,098,805,397,188 | 304509 | 857 | |
| $467,015,634,913 | 18979 | 408 |
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