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Home > Retirement Planners > florida > lakeland > CORE WEALTH ADVISORS, INC.
CORE WEALTH ADVISORS, INC.
124 South Florida Avenue
4th Floor
Lakeland, Florida 33801
Tel: 863-904-4745
About CORE WEALTH ADVISORS, INC.
CORE WEALTH ADVISORS, INC, formally registered with the SEC as CORE WEALTH ADVISORS, INC. The firm was established in 03/09/2015. They have over 1 offices throughout the country.
CORE WEALTH ADVISORS, INC. is a Lakeland, Florida based Financial Planning firm with nearly $506,426,918 assets under management, offering retirement planning & investment advisory services to 936 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 174386 |
| SEC# | 801-81079 |
| Assets Managed by Firm | $506,426,918 |
| No. of Clients | 936 |
| No. of Advisors | 10 |
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
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 936 | $506,426,918 |
| Individuals (other than high net worth individuals) | 419 | $88,581,920 |
| High net worth individuals | 136 | $415,551,189 |
| Pension and profit sharing plans | Fewer than 5 clients | $2,293,809 |
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|---|---|---|---|
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