|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Core Financial Partners Inc
✚
|
|
|---|---|
| CRD # | 155205 |
| SEC # | 801-100415 |
| CIK # | |
| AUM | $284.6 M (2025-03-25) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 310-450-6004 |
| Address | 222 N Pacific Coast Highway El Segundo, CA 90245 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 72 | 26.5 |
| (b) Individuals (high net worth individuals) | 56 | 191.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 3 | 30.8 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 11 | 36.4 |
| (n) Other | 0 | 0.0 |
| Total | 594 | 284.6 |
| By Discretionary | ||
| Discretionary | 340 | 98.0 |
| Non-Discretionary | 254 | 186.6 |
| Total | 594 | 284.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 284.6 | |
| Total | 594 | 284.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Rockingstone Advisors LLC
✚
|
MA | 0.3 |
|
Hewell Financial Group Inc
✚
|
0.3 | |
|
Leigh Baldwin & Co LLC
✚
|
NY | 0.3 |
|
Bernzott Capital Advisors
✚
|
CA | 0.3 |
|
Aragon Capital LLC
✚
|
FL | 0.3 |
|
Carswell Investments LLC
✚
|
NY | 0.3 |
|
American Wealth Management Inc
✚
|
GA | 0.3 |
|
NorthStar Asset Management LLC
✚
|
NJ | 0.3 |
|
Smith Brown & Groover Inc
✚
|
GA | 0.3 |
|
Mid-American Wealth Advisory Group Inc
✚
|
MO | 0.3 |