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CORE ALPHA, INC.

CRD 119635 · SEC 801-118545

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1701 CHILI AVENUE, ROCHESTER, NY, 14624, United States

Phone

585-235-3600

Fax

585-235-3609

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$146.1M

Discretionary AUM

$123.9M

Team

3 total employees; 3 advisory reps; 12 broker-dealer reps

Clients

251-500

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-03-24

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisersESTATE PLANNING

Client types

TypeClientsAUM
Individuals321$146.1M

States served

NY, TX, FL

All web addresses on file

Official SEC filing: View on IAPD