Core Financial Partners Inc

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Assets, Funds, Holdings

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Core Financial Partners Inc
CRD #155205
SEC #801-100415
CIK #
AUM $254.0 MM (2024-03-28)
Employees 6 (50% Investors, 0% Brokers)
Phone310-450-6004
Address222 N Pacific Coast Highway
El Segundo, CA 90245
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
3002401801206002010201520202025
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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The American Institute for Advanced Investment Management LLP
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Oasis Wealth Planning Advisors LLC
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Dibenedetto & Associates Ltd
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Atlas Fiduciary Services Inc
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