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Building 2CORE FINANCIAL

Map pinEL SEGUNDO, CA
Phone310-450-6004
NotebookSEC #801-100415
Total AUM
$301.7M
Employees
5
Clients
129

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
222 N PACIFIC COAST HIGHWAY
STE 1900
EL SEGUNDO
CA 90245
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
310-450-6004

ReceiptFinancials

Total AUM
$301.7M
Accounts
568
Discretionary
$113.6M
Accounts
297
Non-Discretionary
$188.1M
Accounts
271

ContactClients

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Individual Clients
59
AUM
$23.6M
HNW Individual Clients
56
AUM
$208.5M
Insurance Company Clients
4
AUM
$34.8M
Corporation or Business Clients
10
AUM
$34.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CALANVTX

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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