DEVORE FINANCIAL ADVISORS LLC

DEVORE FINANCIAL ADVISORS LLC is an SEC-registered investment adviser (CRD 306110). Regulatory assets under management: $51.1M.

Registration

• CRD: 306110
• Type: Registered investment adviser
• Phone: (760) 822-2669
• Latest filing: 2026-04-15
• Regulatory AUM: $51.1M
• Discretionary AUM: $50.9M
• Non-discretionary AUM: $150K
• Clients: 2
• Accounts: 121

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, 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 306110 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search