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CORE FINANCIAL
CORE FINANCIAL PARTNERS INC.
CRD 155205 · SEC 801-100415
222 N PACIFIC COAST HIGHWAY, STE 1900, EL SEGUNDO, CA, 90245, United States
Phone
310-450-6004
Fax
310-593-2457
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$301.7M
Discretionary AUM
$113.6M
Team
5 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 59 | $23.6M |
| High net worth individuals | 56 | $208.5M |
| Insurance companies | 4 | $34.8M |
| Corporations/business entities | 10 | $34.8M |
States served
CA, LA, NV, TX
All web addresses on file
Official SEC filing: View on IAPD