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CORECAP ADVISORS
SOUTHFIELD, MI
888-296-3360
SEC #801-72687Total AUM
$4B
Employees
116Clients
9,677Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
27777 FRANKLIN ROAD
SUITE 700
SOUTHFIELD
MI 48034
United States
SUITE 700
SOUTHFIELD
MI 48034
United States
Operating Hours
8:00 AM TO 5:00 PM, ET
Monday - Friday
Monday - Friday
Phone
888-296-3360
Other Offices
40
Financials
Total AUM
$4B
Accounts
9,677Discretionary
$4B
Accounts
9,677Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
8,735AUM
$1.8B
HNW Individual Clients
936AUM
$2.1B
Corporation or Business Clients
6AUM
$585.9K
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
Felony ChargeFelony ConvictionOther Regulator Order (Past 10 Years)SRO Rule Violation
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWV
Affiliates
Affiliates
Reported 9 business affiliates.
Claimed Affiliates
Reported as an affiliate by 4 other businesses.