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| Keyboard |
| Core Financial Partners Inc
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|
|---|---|
| CRD # | 155205 |
| SEC # | 801-100415 |
| CIK # | |
| AUM | 301.7 M (2026-03-30) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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) | 59 | 23.6 |
| (b) Individuals (high net worth individuals) | 56 | 208.5 |
| (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 | 4 | 34.8 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 10 | 34.8 |
| (n) Other | 0 | 0.0 |
| Total | 568 | 301.7 |
| By Discretionary | ||
| Discretionary | 297 | 113.6 |
| Non-Discretionary | 271 | 188.1 |
| Total | 568 | 301.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 301.7 | |
| Total | 568 | 301.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| LEI | 254900T9N85HAGOSY993 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Abbot Financial Management Inc
✚
|
MA | 303.0 M |
|
Albanyadvisor Group LLC
✚
|
NY | 302.8 M |
|
Wealth Management Consultants Colorado LLC
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|
TX | 302.5 M |
|
Access Financial Group Inc
✚
|
IL | 302.3 M |
|
Fai Advisors Inc
✚
|
MI | 302.0 M |
|
Lake Tahoe Wealth Management Inc
✚
|
CA | 301.9 M |
|
Seneschal Advisors LLC
✚
|
WA | 301.3 M |
|
Cauble & Harre Wealth Management Inc
✚
|
MO | 300.6 M |
|
Transition Financial Advisors Group LLC
✚
|
300.6 M | |
|
Lifeinvest Wealth Management Ltd
✚
|
FL | 300.5 M |