CORE FINANCIAL PARTNERS INC.
Doing business as CORE FINANCIAL. SEC Form ADV profile.
Total regulatory AUM
$301,681,828
Discretionary
$113,580,427
Non-discretionary
$188,101,401
Firm details
- CRD number
- 155205
- SEC file number
- 801-100415
- Main office
- EL SEGUNDO, CA, United States
- Employees
- 5
- SEC status
- Approved
- Website
- https://corefpi.com/
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.