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Building 2CORE INVESTMENT ADVISORS LLC

Map pinCOLUMBUS, OH
Phone614-485-2500
NotebookSEC #801-110366
Total AUM
$662.6M
Employees
10
Clients
518

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
21 EAST STATE STREET
SUITE 1800
COLUMBUS
OH 43215
United States
Operating Hours
8:30 AM TO 5:00 PM EST
Monday - Friday
Phone
614-485-2500
Other Offices
1

ReceiptFinancials

Total AUM
$662.6M
Accounts
16
Discretionary
$662.6M
Accounts
16
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
5
AUM
$195K
HNW Individual Clients
500
AUM
$654.9M
Pooled Vehicle Clients
11
AUM
$5.1M
Insurance Company Clients
1
AUM
$1.1M
Corporation or Business Clients
1
AUM
$1.4M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTFLGAILMAMNNCNJNYOHTXVA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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