Financial Sense Advisors, Inc.
● SEC registered since 1985CRD 111090SEC# 801-25937San Diego, CA
Reg. AUM
$835.6M
Employees
11
Accounts
1,116
Location
San Diego, CA
Financial Sense Advisors, Inc. assets under management
Financial Sense Advisors, Inc. operates as an SEC-registered investment adviser based in San Diego, CA. The firm has been registered since 1985. It reports $835.6 million in regulatory assets under management and employs 11 people.
Financial Sense Advisors, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Joseph Puplava Control | President | Over 75% | 1985 |
| James Joseph Puplava Control | Cco | Over 75% | 2024 |
| Ryan Douglas Preiss Control | Coo | Under 5% | 2026 |
Frequently asked questions
How much does Financial Sense Advisors, Inc. manage?
Financial Sense Advisors, Inc. reports $835.6 million in regulatory assets under management on its Form ADV.
How many employees does Financial Sense Advisors, Inc. have?
Financial Sense Advisors, Inc. reports 11 employees.
Where is Financial Sense Advisors, Inc. located?
Financial Sense Advisors, Inc. is based in San Diego, CA and has been SEC-registered since 1985.
Does Financial Sense Advisors, Inc. disclose fund performance?
Financial Sense Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 10920 Via Frontera, Suite 500, San Diego, CA 92127 |
| Phone | 858-487-3939 |
| Fax | 858-487-3969 |
| Office hours | 6:30a.m. To 4:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$835.6M▲ 23%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 37%
Larger than 63% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$835.6Mregulatory AUM
Discretionary $835.6M