Core Financial
Core Financial (CRD# 155205) is a financial advisory firm headquartered in El Segundo, CA. They manage $254,026,037 in 592 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management254MILLION
-
Total Number of Accounts592ACCOUNTS
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Average Account Value$429,098
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, LA, NV, TX
Financial Advisors at Core Financial
1
John Koudsi (CRD# 2724676) is an Investment Advisor Representative working at Core Financial in El Segundo, CA and has over 28 years of experience in the finance industry.
2
Samuel Kunz (CRD# 2484313) is an Investment Advisor Representative working at Core Financial in El Segundo, CA and has 1 year of experience in the finance industry.
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