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Building 2CORE CAPITAL MANAGEMENT AND RESEARCH INC.

Map pinHOUSTON, TX
Phone713-864-4300
NotebookSEC #801-72083
Total AUM
$298.8M
Employees
4
Clients
269

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3401 ALLEN PARKWAY
HOUSTON
TX 77019
United States
Operating Hours
9:00 AM - 3:00 PM
Monday - Friday
Phone
713-864-4300

ReceiptFinancials

Total AUM
$298.8M
Accounts
269
Discretionary
$152.2M
Accounts
259
Non-Discretionary
$146.5M
Accounts
10

ContactClients

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Individual Clients
79
AUM
$14.4M
HNW Individual Clients
165
AUM
$121.9M
Pension/Profit Sharing Plan Clients
6
AUM
$21.7M
Charitable Organization Clients
6
AUM
$93.8M
Corporation or Business Clients
13
AUM
$47M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLILMNTX

HandshakeAffiliates

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

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