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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-16-2013
- Office Locations
- 1
Office Locations
About Core Financial Advisors
Core Financial Advisors is a San Bernardino, CA advisory firm serving retirees and entrepreneurs with financial planning and portfolio management, including tax/estate and insurance-focused planning and business succession support. Portfolios commonly use ETFs, index funds and mutual funds alongside fixed income. The firm’s website offers client education tools (calculators, flipbooks) and it custodies with Charles Schwab.
Team overview
Insights
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
ROBERT OWEN BOYD
Managing Member, President
- CRD
- #1350467
- Ownership
- 75% or more
Richard Erl Michael McBurney
Chief Compliance Officer, Chief Executive Officer
- CRD
- #7071747
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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ANDREW DEVORE BOYD
Financial Advisor, General Partner
- CRD
- #1073601
PAUL VERNON HENSLER
Investment Advisor
- CRD
- #2243119
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $152,412,799 | $387,819 |
| Non-Discretionary | $26,110,542 | $229,040 |
| Total | $178,523,341 | $352,117 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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