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Building 2CORE CAPITAL SOLUTIONS LLC

Map pinNAPERVILLE, IL
Phone630-753-9900
NotebookSEC #801-64618
Total AUM
$115.1M
Employees
2
Clients
55

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
40 SHUMAN BOULEVARD
SUITE 104
NAPERVILLE
IL 60563-8465
United States
Operating Hours
8:00AM - 3:00PM
Monday - Friday
Phone
630-753-9900

ReceiptFinancials

Total AUM
$115.1M
Accounts
53
Discretionary
$115.1M
Accounts
53
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
28
AUM
$10.7M
HNW Individual Clients
20
AUM
$44.8M
Pension/Profit Sharing Plan Clients
7
AUM
$59.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
IL

HandshakeAffiliates

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

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