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Building 2NEXCORE FINANCIAL SERVICES, INCORPORATED

Map pinSAN DIEGO, CA
Phone858-658-9800
NotebookSEC #801-64824
Total AUM
$12.6M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10509 VISTA SORRENTO PARKWAY
SUITE 300
SAN DIEGO
CA 92121
United States
Operating Hours
9:00 A.M.-5:00 P.M. PST
Monday - Friday
Phone
858-658-9800

ReceiptFinancials

Total AUM
$12.6M
Accounts
182
Discretionary
$12.6M
Accounts
182
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
SHARE IN THIRD PARTY ADVISORY FEES

Shield checkCompliance

Disclosures
Pending Civil ProceedingSRO Cause of Denial/SuspensionSRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
CAFL

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

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