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Building 2CORE ALPHA, INC.

Map pinROCHESTER, NY
Phone585-235-3600
NotebookSEC #801-118545
Total AUM
$146.1M
Employees
3
Clients
321

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1701 CHILI AVENUE
ROCHESTER
NY 14624
United States
Operating Hours
9:00A.M. - 5:00P.M.
Monday - Friday
Phone
585-235-3600

ReceiptFinancials

Total AUM
$146.1M
Accounts
858
Discretionary
$123.9M
Accounts
760
Non-Discretionary
$22.2M
Accounts
98

ContactClients

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Individual Clients
321
AUM
$146.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
ESTATE PLANNING
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNYTX

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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