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Building 2CORE FINANCIAL PARTNERS INC.

Map pinVENICE, CA
Phone310-450-6004
NotebookSEC #801-71861
Total AUM
$60M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
700 MAIN STREET UNIT 15
VENICE
CA 90291
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
310-450-6004

ReceiptFinancials

Total AUM
$60M
Accounts
160
Discretionary
$60M
Accounts
160
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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