COREVISION FINANCIAL GROUP

2177 Intelliplex Dr. Ste 201
Shelbyville, Indiana 46176
Tel: 317-398-8200

About COREVISION FINANCIAL GROUP

COREVISION FINANCIAL GROUP, formally registered with the SEC as COREVISION FINANCIAL GROUP. The firm was established in 05/01/2023. They have over 3 offices throughout the country.

COREVISION FINANCIAL GROUP is a Shelbyville, Indiana based Financial Planning firm with nearly $352,323,031 assets under management, offering retirement planning & investment advisory services to 1082 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	325310
SEC#	801-127739
Assets Managed by Firm	$352,323,031
No. of Clients	1082
No. of Advisors	11

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	1082	$352,323,031
Individuals (other than high net worth individuals)	686	$173,802,829
High net worth individuals	74	$164,417,702
Pension and profit sharing plans	6	$2,797,245
Charitable organizations	Fewer than 5 clients	$10,590,562
Corporations or other businesses	5	$714,693

More Retirement Planning firms in Shelbyville, Indiana:

Firm Name	Assets Under Management	Total Clients	Total Advisors
40/86 ADVISORS, INC. 11299 Illinois Street, Suite 200 Carmel, IN, 46032	$26,678,534,447	15	78
ONEAMERICA ASSET MANAGEMENT, LLC One American Square Indianapolis, IN, 46206	$25,872,395,406	10	37
OXFORD FINANCIAL GROUP, LTD 11711 North Meridian Street, Suite 600 Carmel, IN, 46032	$18,201,054,484	6270	150
SAPIENT CAPITAL LLC 401 Pennsylvania Pkwy, Suite 100 Indianapolis, IN, 46280	$11,439,805,300	5947	56
SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC 111 Congressional Blvd., Suite 100 Carmel, IN, 46032	$4,946,760,100	2231	42

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