Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > new york > rochester > CORE ALPHA, INC.
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 |
|---|---|---|---|
| $2,549,092,782,514 | 92898 | 3167 | |
| $1,661,286,615,154 | 189311 | 1305 | |
| $1,288,497,806,439 | 2184 | 6407 | |
| $869,677,370,186 | 306 | 221 | |
| $535,031,832,553 | 25406 | 492 |
Explore More Retirement Advisors in Rochester, New York