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CORECAP ADVISORS
27777 Franklin Road
Suite 700
Southfield, Michigan 48034
Tel: 888-296-3360
About CORECAP ADVISORS
CORECAP ADVISORS, formally registered with the SEC as CORECAP ADVISORS. The firm was established in 08/30/2011. They have over 41 offices throughout the country.
CORECAP ADVISORS is a Southfield, Michigan based Financial Planning firm with nearly $2,467,486,750 assets under management, offering retirement planning & investment advisory services to 8713 clients. The firm is staffed with 118 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 158819 |
| SEC# | 801-72687 |
| Assets Managed by Firm | $2,467,486,750 |
| No. of Clients | 8713 |
| No. of Advisors | 118 |
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
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 8713 | $2,467,486,750 |
| Individuals (other than high net worth individuals) | 8305 | $1,948,308,583 |
| High net worth individuals | 288 | $474,446,528 |
| Pension and profit sharing plans | 11 | $3,696,332 |
| Corporations or other businesses | 109 | $41,035,307 |
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|---|---|---|---|
| $246,667,042,077 | 132 | 164 | |
| $20,526,058,796 | 17010 | 134 | |
| $20,209,044,347 | 85 | 74 | |
| $15,029,547,343 | 412 | 15 | |
| $11,989,880,000 | 105 | 31 |
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