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

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