CORE ALPHA, INC.

1701 Chili Avenue
Rochester, New York 14624
Tel: 585-235-3600

About CORE ALPHA, INC.

CORE ALPHA, INC, formally registered with the SEC as CORE ALPHA, INC. The firm was established in 04/27/2020. They have over 1 offices throughout the country.

CORE ALPHA, INC. is a Rochester, New York based Financial Planning firm with nearly $112,770,386 assets under management, offering retirement planning & investment advisory services to 761 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	119635
SEC#	801-118545
Assets Managed by Firm	$112,770,386
No. of Clients	761
No. of Advisors	4

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Other (ASSET ALLOCATION, ESTATE PLANNING)

Firm Client Information

	No. of Clients	AUM
Firm Total	761	$112,770,386
Individuals (other than high net worth individuals)	303	$112,770,386

More Retirement Planning firms in Rochester, New York:

Firm Name	Assets Under Management	Total Clients	Total Advisors

Explore More Retirement Advisors in Rochester, New York

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.