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Core Financial Partners Inc
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CRD # | 155205 |
SEC # | 801-100415 |
CIK # | |
AUM | $254.0 MM (2024-03-28) |
Employees | 6 (50% Investors, 0% Brokers) |
Phone | 310-450-6004 |
Address | 222 N Pacific Coast Highway El Segundo, CA 90245 |
Source | [IAPD] [Website] [LinkedIn] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 73 | 19.8 |
(b) Individuals (high net worth individuals) | 54 | 172.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 5 | 39.4 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 9 | 22.7 |
(n) Other | 0 | 0.0 |
Total | 592 | 254.0 |
By Discretionary | ||
Discretionary | 342 | 90.0 |
Non-Discretionary | 250 | 164.1 |
Total | 592 | 254.0 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 254.0 | |
Total | 592 | 254.0 |
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---|---|---|
Bay Rivers Group Inc
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|
VA | 0.3 |
Legacy Wealth Advisors LLC
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|
FL | 0.3 |
KNOW Your Options LLC
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IL | 0.3 |
Greenwood Family Advisors LLC
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|
FL | 0.3 |
Fiat Wealth Management LLC
✚
|
MN | 0.3 |
KLR Investment Advisors LLC
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|
RI | 0.3 |
The American Institute for Advanced Investment Management LLP
✚
|
AZ | 0.3 |
Oasis Wealth Planning Advisors LLC
✚
|
TN | 0.3 |
Dibenedetto & Associates Ltd
✚
|
IL | 0.3 |
Atlas Fiduciary Services Inc
✚
|
NH | 0.3 |