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Building 2CORA CAPITAL ADVISORS

Map pinMARLTON, NJ
Phone856-513-8600
NotebookSEC #801-123101
Total AUM
$722.9M
Employees
13
Clients
787

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4 EVES DRIVE
SUITE B100
MARLTON
NJ 08053
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
856-513-8600
Other Offices
2

ReceiptFinancials

Total AUM
$722.9M
Accounts
2,035
Discretionary
$662.3M
Accounts
2,002
Non-Discretionary
$60.6M
Accounts
33

ContactClients

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Individual Clients
504
AUM
$144.7M
HNW Individual Clients
248
AUM
$516.4M
Pension/Profit Sharing Plan Clients
34
AUM
$60.6M
Corporation or Business Clients
1
AUM
$1.1M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACODEFLILMDNCNENJNYPASCTXVA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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