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Financial Sense Advisors, Inc.

● SEC registered since 1985CRD 111090SEC# 801-25937San Diego, CA
Export (members)
Reg. AUM
$681.4M
Employees
13
Accounts
1,104
Location
San Diego, CA

Financial Sense Advisors, Inc. assets under management

Financial Sense Advisors, Inc. operates as an SEC-registered investment adviser based in San Diego, CA. The firm has been registered since 1985. It reports $681.4 million in regulatory assets under management and employs 13 people.

Financial Sense Advisors, Inc. owners & executives

3 reported
NameTitleOwnershipSince
James Joseph Puplava ControlCcoOver 75%2024
James Joseph Puplava ControlPresidentOver 75%1985
Lisa Helm ControlCeoUnder 5%2025

Frequently asked questions

How much does Financial Sense Advisors, Inc. manage?

Financial Sense Advisors, Inc. reports $681.4 million in regulatory assets under management on its Form ADV.

How many employees does Financial Sense Advisors, Inc. have?

Financial Sense Advisors, Inc. reports 13 employees.

Where is Financial Sense Advisors, Inc. located?

Financial Sense Advisors, Inc. is based in San Diego, CA and has been SEC-registered since 1985.

Does Financial Sense Advisors, Inc. disclose fund performance?

Financial Sense Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address10809 Thornmint Road, 2nd Floor, San Diego, CA 92127
Phone858-487-3939
Fax858-487-3969
Office hours6:30a.m. To 4:00p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$681.4M
Non-discretionary$0
Total (RAUM)$681.4M