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CORE AND VALUE ADVISORS, LLC
Four Embarcadero Center
Suite 3300
San Francisco, California 94111
Tel: 415-658-3300
About CORE AND VALUE ADVISORS, LLC
CORE AND VALUE ADVISORS, LLC, formally registered with the SEC as CORE AND VALUE ADVISORS, LLC. The firm was established in 02/01/2011. They have over 4 offices throughout the country.
CORE AND VALUE ADVISORS, LLC is a San Francisco, California based Financial Planning firm with nearly $20,499,074,809 assets under management, offering retirement planning & investment advisory services to 21 clients. The firm is staffed with 115 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 156093 |
| SEC# | 801-72087 |
| Assets Managed by Firm | $20,499,074,809 |
| No. of Clients | 21 |
| No. of Advisors | 115 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
- Other (ACQUISITION, DISPOSITION AND FINANCING FEES)
Advisory Services Provided
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 21 | $20,499,074,809 |
| Pension and profit sharing plans | Fewer than 5 clients | $1,565,364,732 |
| Corporations or other businesses | Fewer than 5 clients | $260,162,878 |
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