PURE FINANCIAL ADVISORS, INC.

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Pure Financial Advisors is based out of San Diego. Pure Financial Advisors is a large advisory firm with 2613 clients and discretionary assets under management (AUM) of $2,243,999,364 (Form ADV from 2020-03-31). Their last reported 13F filing for Q2 2020 included $639,745,000 in managed 13F securities and a top 10 holdings concentration of 46.99%. Pure Financial Advisors's largest holding is Vanguard Real Estate ETF with shares held of 561,794. Pure Financial Advisors has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 37 13F filings

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06/30/2020

13F Activity

  • Market Value $639.745 Million
  • Prior Market Value $594.873 Million
  • New Purchases17 stocks
  • Additional Purchases45 stocks
  • Sold out of5 stocks
  • Reduced holdings in69 stocks
  • Top 10 Holdings % 46.99 %
  • Turnover % [1]:15.71%
  • Turnover Alt % [2]: 8.70 %
  • Time Held Top20:13.55 quarters
  • Time Held Top10:12.60 quarters
  • Time Held All:15.38 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 20.55%
Performance Last 4 Quarters: -5.71%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

PURE FINANCIAL ADVISORS, INC.
3131 CAMINO DEL RIO N SUITE 1550
SAN DIEGO CA    92108
Country: United States

Business Phone: 619-814-4100
Fax: 619-814-4109
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: CA
Number of employees: 71
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 723,582,000
Total Number of Clients: 2613
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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PURE FINANCIAL ADVISORS, INC.

ownership team - last updated 2020-03-31
Name Title Start Date Direct/Indirect % Ownership

PURE FINANCIAL ADVISORS, INC.

ownership team - last updated 2019-03-29
Name Title Start Date Direct/Indirect % Ownership
FENISON, MICHAEL, LEE CHAIRMAN OF THE BOARD 03/01/2007 Direct 75% or more
Fund Name Position direct/indirect start date end date
PURE FINANCIAL ADVISORS, INC. CEO direct 2007-03-01
PURE FINANCIAL ADVISORS, INC. PRESIDENT AND CHIEF COMPLIANCE OFFICER direct 2007-03-01
PURE FINANCIAL ADVISORS, INC. CEO AND CHIEF COMPLIANCE OFFICER direct 2007-03-01
MILLER, PAUL, MARTIN COO 11/01/2012 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
PURE FINANCIAL ADVISORS, INC. VP OPERATIONS direct 2007-03-01
PURE FINANCIAL ADVISORS, INC. COO direct 2012-11-01
ANDERSON, JOSEPH, DENNIS PRESIDENT 11/01/2012 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
PURE FINANCIAL ADVISORS, INC. EXECUTIVE VP direct 2008-11-01
PURE FINANCIAL ADVISORS, INC. PRESIDENT direct 2012-11-01
CLOPINE, ALAN, ROBERT CEO & CFO 03/01/2011 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
PURE FINANCIAL ADVISORS, INC. CEO & CFO direct 2011-03-01
PURE FINANCIAL ADVISORS, INC. DIRECTOR CFO direct 2011-03-01
PURE FINANCIAL ADVISORS, INC. DIRECTOR OF TAX PLANNING & CFO direct 2011-03-01
MARTIN, DANIELLE, LUV CCO 05/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
PURE FINANCIAL ADVISORS, INC. CCO direct 2014-05-01

PURE FINANCIAL ADVISORS, INC.

ownership team - last updated 2018-05-24
Name Title Start Date Direct/Indirect % Ownership
FENISON, MICHAEL, LEE CHAIRMAN OF THE BOARD 03/01/2007 Direct 75% or more
Fund Name Position direct/indirect start date end date
PURE FINANCIAL ADVISORS, INC. CEO direct 2007-03-01
PURE FINANCIAL ADVISORS, INC. PRESIDENT AND CHIEF COMPLIANCE OFFICER direct 2007-03-01
PURE FINANCIAL ADVISORS, INC. CEO AND CHIEF COMPLIANCE OFFICER direct 2007-03-01
MILLER, PAUL, MARTIN COO 11/01/2012 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
PURE FINANCIAL ADVISORS, INC. VP OPERATIONS direct 2007-03-01
PURE FINANCIAL ADVISORS, INC. COO direct 2012-11-01
ANDERSON, JOSEPH, DENNIS PRESIDENT 11/01/2012 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
PURE FINANCIAL ADVISORS, INC. EXECUTIVE VP direct 2008-11-01
PURE FINANCIAL ADVISORS, INC. PRESIDENT direct 2012-11-01
CLOPINE, ALAN, ROBERT CEO & CFO 03/01/2011 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
PURE FINANCIAL ADVISORS, INC. CEO & CFO direct 2011-03-01
PURE FINANCIAL ADVISORS, INC. DIRECTOR CFO direct 2011-03-01
PURE FINANCIAL ADVISORS, INC. DIRECTOR OF TAX PLANNING & CFO direct 2011-03-01
MARTIN, DANIELLE, LUV CCO 05/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
PURE FINANCIAL ADVISORS, INC. CCO direct 2014-05-01

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