Unclaimed Profile

Michael Lee Fenison

PURE FINANCIAL ADVISORS, INC.·SAN DIEGO, California

Clean recordPURE FINANCIAL ADVISORS, INC.

3131 CAMINO DEL RIO N, SAN DIEGO, CA 92108CRD# 1049137Firm CRD# 144316

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael Lee Fenison · SAN DIEGO, CA

Registration

CRD #1049137 · PURE FINANCIAL ADVISORS, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Michael Lee Fenison is a registered financial advisor based in SAN DIEGO, California, affiliated with PURE FINANCIAL ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

PURE FINANCIAL ADVISORS, LLC

AUM

$6.3B

Regulatory assets under management

Employees

139

Total firm employees

View all advisors at PURE FINANCIAL ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 1049137

Firm CRD# 144316

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Michael Lee Fenison offer?

Michael Lee Fenison specializes in Financial Planning, Investment Management. Contact their office in SAN DIEGO, California for a consultation.

What are Michael Lee Fenison's credentials?

Michael Lee Fenison is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Lee Fenison located?

Michael Lee Fenison is based in SAN DIEGO, California, working with PURE FINANCIAL ADVISORS, INC.. Their office serves clients in the SAN DIEGO metropolitan area and surrounding communities.

How does Michael Lee Fenison charge for services?

Michael Lee Fenison's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PURE FINANCIAL ADVISORS, INC.?

PURE FINANCIAL ADVISORS, INC. has approximately 139 employees and manages $6.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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