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CORETEGIC CAPITAL, LLC
CRD 291343
2720 S ARLINGTON MILL DR UNIT 105, ARLINGTON, VA, 22206, United States
Phone
(703) 261-9449
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$16.1M
Discretionary AUM
$16.1M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 8 | $1.2M |
| High net worth individuals | 15 | $14.9M |
All web addresses on file
Official SEC filing: View on IAPD