Financial Sense Advisors is an investment advisor in San Diego with $584.56 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
Financial Sense Advisors, Inc, Puplava Financial Services, Puplava Financial Services, Inc.
SEC CIK
IRS number
330086182
SEC advisor number
801-25937
FINRA CRD number
111090
AUM ?
$568.40 mm
(as of 29 Mar 24)
Accounts
1,069
(as of 29 Mar 24)
Employees
12
(8 investment advisory or research)
Address
Financial Sense Advisors
10809 THORNMINT ROAD
2ND FLOOR
SAN DIEGO
CA 92127
10809 THORNMINT ROAD
2ND FLOOR
SAN DIEGO
CA 92127
Phone
858-487-3939
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
19 Apr 24
13F-HR
Quarterly holdings report by institutional manager
12 Jan 24
13F-HR
Quarterly holdings report by institutional manager
6 Nov 23
13F-HR
Quarterly holdings report by institutional manager
3 Aug 23
13F-HR
Quarterly holdings report by institutional manager
24 Apr 23
13F-HR
Quarterly holdings report by institutional manager
6 Feb 23
13F-HR
Quarterly holdings report by institutional manager
13 Oct 22
13F-HR
Quarterly holdings report by institutional manager
18 Jul 22
13F-HR
Quarterly holdings report by institutional manager
4 May 22
13F-HR
Quarterly holdings report by institutional manager
31 Jan 22