ALPHACORE CAPITAL LLC

875 Prospect Street
Suite 315
La Jolla, California 92037
Tel: 858-875-4100

About ALPHACORE CAPITAL LLC

ALPHACORE CAPITAL LLC, formally registered with the SEC as ALPHACORE CAPITAL LLC. The firm was established in 09/28/2016. They have over 9 offices throughout the country.

ALPHACORE CAPITAL LLC is a La Jolla, California based Financial Planning firm with nearly $2,441,972,009 assets under management, offering retirement planning & investment advisory services to 3059 clients. The firm is staffed with 32 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	174346
SEC#	801-108468
Assets Managed by Firm	$2,441,972,009
No. of Clients	3059
No. of Advisors	32

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (INSTITUTIONAL CONSULTING AND CLIENT SERVICING)

Firm Client Information

	No. of Clients	AUM
Firm Total	3059	$2,441,972,009
Individuals (other than high net worth individuals)	306	$197,225,008
High net worth individuals	848	$2,132,520,134
Pension and profit sharing plans	5	$15,037,206
Charitable organizations	2	$6,954,846
Corporations or other businesses	18	$78,848,365

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CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$1,098,805,397,188	304509	857
FRANKLIN ADVISERS, INC. One Franklin Parkway, Building 970, 1st Floor San Mateo, CA, 94403	$467,015,634,913	18979	408

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