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Building 2CORE WEALTH ADVISORS, INC.

Map pinLAKELAND, FL
Phone863-904-4745
NotebookSEC #801-81079
Total AUM
$702.1M
Employees
13
Clients
587

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
124 SOUTH FLORIDA AVENUE
4TH FLOOR
LAKELAND
FL 33801
United States
Operating Hours
8:30 AM TO 4:30 PM
Monday - Friday
Phone
863-904-4745

ReceiptFinancials

Total AUM
$702.1M
Accounts
1,288
Discretionary
$702.1M
Accounts
1,288
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
139
AUM
$115.6M
HNW Individual Clients
447
AUM
$584.4M
Pension/Profit Sharing Plan Clients
1
AUM
$2.1M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLGANCPATNTXVA

HandshakeAffiliates

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

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