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CORE ADVISORY GROUP
ROCK HILL, SC
803-323-8706
SEC #801-122934Total AUM
$338.4M
Employees
9Clients
1,163Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
744 ARDEN LANE
SUITE 175
ROCK HILL
SC 29732
United States
SUITE 175
ROCK HILL
SC 29732
United States
Operating Hours
9AM-5PM
Monday - Friday
Monday - Friday
Phone
803-323-8706
Other Offices
3
Financials
Total AUM
$338.4M
Accounts
1,819Discretionary
$338.4M
Accounts
1,819Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
873AUM
$132.1M
HNW Individual Clients
268AUM
$199.7M
Pension/Profit Sharing Plan Clients
1AUM
$47K
Charitable Organization Clients
5AUM
$3.4M
Corporation or Business Clients
16AUM
$3.1M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
FLMSNCNYPASCTXVA
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.