THE FINANCIAL ADVISORS

THE FINANCIAL ADVISORS of TUSTIN, CA is an SEC-registered investment adviser (CRD 135634). Regulatory assets under management: $68.0M.

Registration

• CRD: 135634
• Type: Registered investment adviser
• Location: 2522 CHAMBERS ROAD, TUSTIN, CA, 92780
• Phone: 714-305-9319
• Latest filing: 2026-03-30
• Regulatory AUM: $68.0M
• Discretionary AUM: $68.0M
• Clients: 2
• Accounts: 44

Business model

Compensation: % of AUM, Performance.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 135634 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search