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
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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