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Building 2CORE WEALTH PARTNERS LLC

Map pinSANTA ROSA, CA
Phone(707) 568-2400
NotebookSEC #801-126601
Total AUM
$393.2M
Employees
5
Clients
386

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
576 B STREET
SUITE 2G
SANTA ROSA
CA 95401
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
(707) 568-2400
Other Offices
3

ReceiptFinancials

Total AUM
$393.2M
Accounts
840
Discretionary
$389.3M
Accounts
835
Non-Discretionary
$3.9M
Accounts
5

ContactClients

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Individual Clients
297
AUM
$69.4M
HNW Individual Clients
83
AUM
$318.2M
Pension/Profit Sharing Plan Clients
1
AUM
$3.6M
Corporation or Business Clients
5
AUM
$2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKAZCACOIDLANVORTXWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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