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PROCORE ADVISORS, LLC
CRD 289037 · SEC 801-132902
23 CORPORATE PLAZA DR., SUITE 150, NEWPORT BEACH, CA, 92660, United States
Phone
949-339-2990
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$143.7M
Discretionary AUM
$143.7M
Team
3 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 194 | $50.3M |
| High net worth individuals | 30 | $81.4M |
| Pension/profit sharing plans | 1 | $3K |
| Corporations/business entities | 6 | $11.9M |
States served
CA, OR, TX
All web addresses on file
- https://x.com/ProCoreAdvisors
- https://instagram.com/ProCoreAdvisors
- HTTPS://WWW.LINKEDIN.COM/in/KeytheWardAguilarCFP
- HTTPS://PROCOREADVISORS.COM
- HTTPS://WWW.FACEBOOK.COM/PROCOREADVISORS
- HTTPS://WWW.LINKEDIN.COM/PROCOREADVISORS
- HTTP://WWW.linkedin.com/in/BryanWardCFP
- https://www.linkedin.com/in/markaguilar9/
Official SEC filing: View on IAPD