Financial Sense Advisors, Inc.
Firm details
- Headquarters
- San Diego, California
- CRD number
- 111090
- Registered since
- December 31, 1985
- Website
- www.financialsense.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI72.61%
- Individuals24.66%
- Corporations / Businesses2.37%
- Pension & Profit Sharing Plans0.37%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Financial Sense Advisors, Inc. is an independent, individually owned registered investment adviser that has been SEC-registered since 1985. The firm serves a mix of individual and family clients as well as institutional accounts, offering financial planning, portfolio management for individuals and small businesses, and selection-of-adviser services. Fee arrangements include percentage-of-AUM billing along with hourly and fixed-fee engagements. The firm reports active ESG investing and operates as a capital allocator, using outside managers for certain strategies. Financial Sense Advisors has an industry affiliation with a broker-dealer and was named among the Financial Times’ Top 300 RIA firms in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities62%
- Non-Investment Grade Corp Bonds13%
- State & Local Bonds10%
- Cash & Cash Equivalents7%
- US Government Bonds4%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 62Active vs passive
$234M in ETFs
96%
$224M
3%
$10.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $40M | 58,299 | 17.09% |
Location
San Diego, CA
San Diego
Location
San Diego, CA
Headquartered in San Diego, CA, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.
- Metro area
- San Diego-Chula Vista-Carlsbad, CA
- Region
- West
- County
- San Diego
- Address
- 10920 Via Frontera
- Time zone
- PT (UTC-8)
- Office locations
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