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CORE FINANCIAL ADVISORS

SAN BERNARDINO, CA · CRD 168839 · IAPD ↗ · cfaonline.com · 909-382-4545

$178.5MRegulatory AUM
4Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
April 2024 — CORE FINANCIAL ADVISORS reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.