CORE CAPITAL MANAGEMENT, LLC

other names
  • CORE CAPITAL MANAGEMENT, LLC
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Adviser Profile
As of Date 03/18/2025
Adviser Type
Number of Employees 1
of those in investment advisory functions 1
Registration California, Approved, 06/06/2007
AUM* 10,248,641 8%
of that, discretionary 10,248,641 8%
Private Fund GAV* 0
Avg Account Size 189,790 26%
% High Net Worth 14.81% 30%
SMA’s No
Private Funds 0
Contact Info 877 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees