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Pure Financial Advisors, LLC

● SEC registered since 2009CRD 144316SEC# 801-70137San Diego, CA
Export (members)
Reg. AUM
$8.02B
Employees
171
Accounts
22,199
Location
San Diego, CA

Pure Financial Advisors, LLC assets under management

Pure Financial Advisors, LLC is an SEC-registered investment adviser based in San Diego, CA. The firm has been registered since 2009. It reports $8 billion in regulatory assets under management and employs 171 people.
www.linkedin.com/company/pure-financial-advisorsView on SEC.gov ↗

Pure Financial Advisors, LLC owners & executives

13 reported
NameTitleOwnershipSince
Alan Robert Clopine ControlExecutive ChairmanUnder 5%2023
Brian Keith Perry ControlExecutive Vice President & CioUnder 5%2019
Danielle Luv Martin ControlCcoUnder 5%2014
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Frequently asked questions

How much does Pure Financial Advisors, LLC manage?

Pure Financial Advisors, LLC reports $8 billion in regulatory assets under management on its Form ADV.

How many employees does Pure Financial Advisors, LLC have?

Pure Financial Advisors, LLC reports 171 employees.

Where is Pure Financial Advisors, LLC located?

Pure Financial Advisors, LLC is based in San Diego, CA and has been SEC-registered since 2009.

Does Pure Financial Advisors, LLC disclose fund performance?

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

Contact & registration

Address3131 Camino del Rio N, Suite 1550, San Diego, CA 92108
Phone866-876-7873
Fax877-876-7873
Office hours9:00 a.m.- 5:00p.m.
SEC regionLos Angeles Regional Office (LARO)
CIK1571556
Discloses disciplinary historyNo

Assets under management

Discretionary$7.87B
Non-discretionary$156M
Total (RAUM)$8.02B