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CORE ADVISORY GROUP
744 Arden Lane
Suite 175
Rock Hill, South Carolina 29732
Tel: 803-324-5464
About CORE ADVISORY GROUP
CORE ADVISORY GROUP, formally registered with the SEC as CORE ADVISORY GROUP. The firm was established in 01/04/2022. They have over 4 offices throughout the country.
CORE ADVISORY GROUP is a Rock Hill, South Carolina based Financial Planning firm with nearly $238,224,870 assets under management, offering retirement planning & investment advisory services to 1444 clients. The firm is staffed with 11 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 306661 |
| SEC# | 801-122934 |
| Assets Managed by Firm | $238,224,870 |
| No. of Clients | 1444 |
| No. of Advisors | 11 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1444 | $238,224,870 |
| Individuals (other than high net worth individuals) | 774 | $98,913,703 |
| High net worth individuals | 168 | $115,052,447 |
| Pension and profit sharing plans | 16 | $15,870,944 |
| Charitable organizations | 8 | $3,633,222 |
| Corporations or other businesses | 12 | $4,754,554 |
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| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $28,309,013,200 | 61 | 510 | |
| $5,519,652,128 | 15301 | 167 | |
| $4,462,882,442 | 42 | 16 | |
| $3,417,068,970 | 420 | 20 | |
| $3,375,104,696 | 114 | 16 |
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