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Core Financial Advisors

CRD 168839  ·  San Bernardino, CA  ·  $178.5M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD
168839
SEC number
801-78617
Firm type
RIA
Assets under management
$178.5M as of Jan 12, 2026
Website
cfaonline.com ↗
Phone
909-382-4545
Address
301 East Vanderbilt Way, San Bernardino, CA, 92408

Advisors at this firm

4 in our index · page 1 of 1

1–4 of 4

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Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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