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CORA CAPITAL ADVISORS
4 Eves Drive
Suite B100
Marlton, New Jersey 08053
Tel: 856-513-8600
About CORA CAPITAL ADVISORS
CORA CAPITAL ADVISORS, formally registered with the SEC as CORA CAPITAL ADVISORS. The firm was established in 01/21/2022. They have over 2 offices throughout the country.
CORA CAPITAL ADVISORS is a Marlton, New Jersey based Financial Planning firm with nearly $587,524,745 assets under management, offering retirement planning & investment advisory services to 1755 clients. The firm is staffed with 11 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 318134 |
| SEC# | 801-123101 |
| Assets Managed by Firm | $587,524,745 |
| No. of Clients | 1755 |
| No. of Advisors | 11 |
Fee Structure
- A percentage of AUM
- Fixed fees
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 | 1755 | $587,524,745 |
| Individuals (other than high net worth individuals) | 426 | $104,812,121 |
| High net worth individuals | 211 | $429,726,721 |
| Pension and profit sharing plans | 31 | $50,577,134 |
| Corporations or other businesses | Fewer than 5 clients | $2,408,769 |
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|---|---|---|---|
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