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PROCORE ADVISORS, LLC
NEWPORT BEACH, CA
949-339-2990
SEC #801-132902Total AUM
$143.7M
Employees
3Clients
231Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
23 CORPORATE PLAZA DR.
SUITE 150
NEWPORT BEACH
CA 92660
United States
SUITE 150
NEWPORT BEACH
CA 92660
United States
Operating Hours
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY
Phone
949-339-2990
Financials
Total AUM
$143.7M
Accounts
467Discretionary
$143.7M
Accounts
467Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
194AUM
$50.3M
HNW Individual Clients
30AUM
$81.4M
Pension/Profit Sharing Plan Clients
1AUM
$3.4K
Corporation or Business Clients
6AUM
$11.9M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CAORTX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.