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Pure Financial Advisors

San Diego, California
Website:
https://purefinancial.com/
144316
San Diego, California
Website:
https://purefinancial.com/
Overview
Partner Testimonials
Team
Advisor Value Proposition
Financial & Operations
Mandatory Points of Alignment
Acquisition Model
Client Experience
Data Room
Leadership Interviews
Leadership Interview

Company Details

Approximate AUM
$4,600,610,000
Fee model
Fee Only Strict
Number of employees
126
Custodians
AXOS Clearing
Schwab
Fidelity
Description

Pure was founded in 2007 with no clients. In 17 years, they have grown to $7.4 billion in AUM. Pure is a fee-only Registered Investment Advisor providing comprehensive retirement planning services and tax-optimized investment management.

Locations

7525 SE 24th St Ste 670 Mercer Island WA 98040
6320 Canoga Ave Ste 920 Woodland Hills CA 91367
5 Revere Dr Ste 200 Northbrook IL 60062
5 Revere Dr Northbrook IL 60062
3131 Camino Del Rio N Ste 1550 San Diego CA 92108
3040 Saturn St Unit 100 Brea CA 92821
3040 Saturn St Ste 100 Brea CA 92821
2020 Main St Ste 690 Irvine CA 92614
12183 W 57th Ln Arvada CO 80002

Services Offered

Services Offered
Financial Planning
Portfolio Management
Estate Planning
Insurance
Retirement / Income Planning

Recent News

Pure Financial reveals two deals from end of 2023
The deals are the $6bn RIA's third and fourth since it sold a stake to Lee Equity Partners in 2021.
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Match confidence
N/a
video Overview
Getting started
00:53
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Acquisitions

Number of Acqusitions
6

Success

Partner Success Story Data
Match confidence
N/a
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Match confidence
N/a
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Advisor Value Proposition

Business Enhancements

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Planning Support

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Operational Support

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Expansion of Services

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Organic Growth

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Practice Management

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Organic Growth

Growth Channels
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Match confidence
N/a
video Overview
Getting started
00:53
Welcome to the Buyer At a glance page!
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AUM Growth

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Technology

Overview

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Match confidence
N/a
video Overview
Getting started
00:53
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Points of Alignment

Brand Adoption

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Client Experience

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Investment Management

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Practice Management

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Growth Profile

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Planning Recommendations

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Centralization of Operations

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Financial Decisions

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Match confidence
N/a
video Overview
Getting started
00:53
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Acquisition Model

Acquisition Type
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Earnout Availability
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Max Cash
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Max Equity
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Retention Terms
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Share Ongoing Economics
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Match confidence
N/a
video Overview
Getting started
00:53
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Client Experience

General Overview of Client Experience

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Planning Philosophy and Implementation

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Investment Management Philosophy

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Investment Management Implementation

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Investment Management Team

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Match confidence
N/a
video Overview
Getting started
00:53
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Data Room

Investment Management
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Match confidence
N/a
video Overview
Getting started
00:53
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Pure Financial Advisors's Ideal Partner

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Block quot

Company Videos

Match confidence
N/a
video Overview
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00:53
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Show your interest

Ready to show your interest to the buyer?

Register interest
Register interest
Fee Only Strict
Permits seller as PM
No items found.
AXOS Clearing
Schwab
Fidelity
Full Acquisition
Financial Planning
Portfolio Management
Estate Planning
Insurance
Retirement / Income Planning