PURE FINANCIAL Overview
Pure Financial Advisors Inc. is an investment advisor that manages 1.2 BN dollars in regulatory AUM and has 44 employees, of which 21 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/12 to 09/30/19. The fund's latest filing disclosed 553MM in positions, representing 46% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/12 to 09/30/19. The fund's latest filing disclosed 553MM in positions, representing 46% of the manager's regulatory AUM.
PURE FINANCIAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
PURE FINANCIAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IPE | 8.79% | ETF | 0.26% | -0.16% | 4 | 0% | ||
| VNQ | 7.81% | ETF | -3.13% | -0.6% | 0 | 13% | ||
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FEATURED IN
PURE FINANCIAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Michael L. Fenison | Ceo | March-2007 |
| Paul M. Miller | Coo | November-2012 |
| Joseph D. Anderson | President | November-2012 |
| Alan R. Clopine | Ceo & Cfo | March-2011 |
| Danielle L. Martin | Cco | May-2014 |
PURE FINANCIAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
PURE FINANCIAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
PURE uses several methods of analysis as well as research produced by other firms and academics. Some of the methods of analysis used both by us and our research sources are modern portfolio theory, charting, asset correlation and academic based financial research. All research and analysis techniques are an attempt to look for persistent historical patterns that can be used to guide current decisions. We continually evaluate our investment strategies against the most current research data available to us as we work to improve our portfolios and financial strategies. Historical guidance is helpful but historical technical patterns are not guaranteed to repeat. The future is not predictable and therefore clients must be prepared to bear the risk of loss that is present with any investment strategy.
Pure utilizes several significant strategies in an effort to affect the net investment results of ou...
Unlock Full Investment Process Description
PURE uses several methods of analysis as well as research produced by other firms and academics. Some of the methods of analysis used both by us and our research sources are modern portfolio theory, charting, asset correlation and academic based financial research. All research and analysis techniques are an attempt to look for persistent historical patterns that can be used to guide current decisions. We continually evaluate our investment strategies against the most current research data available to us as we work to improve our portfolios and financial strategies. Historical guidance is helpful but historical technical patterns are not guaranteed to repeat. The future is not predictable and therefore clients must be prepared to bear the risk of loss that is present with any investment strategy.
Pure utilizes several significant strategies in an effort to affect the net investment results of ou...
Unlock Full Investment Process Description
PURE FINANCIAL Portfolio Concentration
PURE FINANCIAL Location
3131 CAMINO DEL RIO N
SUITE 1550
SAN DIEGO, California
UNITED STATES, 92108
SUITE 1550
SAN DIEGO, California
UNITED STATES, 92108
PURE FINANCIAL Contact Information
Phone Number: 619-814-4100
Fax Number: 619-814-4109
Website: http://pfaradio.com
Fax Number: 619-814-4109
Website: http://pfaradio.com
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