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 09/30/16. The fund's latest filing disclosed 311MM in positions, representing 26% of the manager's regulatory AUM.

PURE FINANCIAL StockAlpha

-2.7%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

PURE FINANCIAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
TIP 16.57% ETF -2.88% -0.55% 0 6%
VNQ 12.22% ETF -8.68% -1.21% 0 8%
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FEATURED IN
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Wall Street Journal Logo
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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...
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PURE FINANCIAL Portfolio Concentration

PURE FINANCIAL Location

3131 CAMINO DEL RIO N
SUITE 1550
SAN DIEGO, California
UNITED STATES, 92108

PURE FINANCIAL Contact Information

Phone Number: 619-814-4100
Fax Number: 619-814-4109
Website:

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