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CORE CAPITAL MANAGEMENT AND RESEARCH INC.
3401 Allen Parkway
Houston, Texas 77019
Tel: 713-864-4300
About CORE CAPITAL MANAGEMENT AND RESEARCH INC.
CORE CAPITAL MANAGEMENT AND RESEARCH INC, formally registered with the SEC as CORE CAPITAL MANAGEMENT AND RESEARCH INC. The firm was established in 01/03/2011. They have over 1 offices throughout the country.
CORE CAPITAL MANAGEMENT AND RESEARCH INC. is a Houston, Texas based Financial Planning firm with nearly $1,329,389,498 assets under management, offering retirement planning & investment advisory services to 203 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 146285 |
| SEC# | 801-72083 |
| Assets Managed by Firm | $1,329,389,498 |
| No. of Clients | 203 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- 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 | 203 | $1,329,389,498 |
| Individuals (other than high net worth individuals) | 38 | $4,319,895 |
| High net worth individuals | 140 | $73,830,207 |
| Pension and profit sharing plans | 7 | $18,749,384 |
| Charitable organizations | 8 | $260,983,852 |
| Corporations or other businesses | 10 | $971,506,160 |
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