CORE FINANCIAL

222 N Pacific Coast Highway
Ste 1900
El Segundo, California 90245
Tel: 310-450-6004

About CORE FINANCIAL

CORE FINANCIAL, formally registered with the SEC as CORE FINANCIAL. The firm was established in 07/06/2015. They have over 1 offices throughout the country.

CORE FINANCIAL is a El Segundo, California based Financial Planning firm with nearly $254,026,037 assets under management, offering retirement planning & investment advisory services to 592 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	155205
SEC#	801-100415
Assets Managed by Firm	$254,026,037
No. of Clients	592
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	592	$254,026,037
Individuals (other than high net worth individuals)	73	$19,836,346
High net worth individuals	54	$172,019,339
Corporations or other businesses	9	$22,745,321

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