Overview
Assets Under Management: $113 million
Headquarters: ROCHESTER, NY
High-Net-Worth Clients: 3
Average Client Assets: $38 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $38 million
Total Client Accounts: 761
Discretionary Accounts: 698
Non-Discretionary Accounts: 63
Regulatory Filings
CRD Number: 119635
Filing ID: 2000115
Last Filing Date: 2025-06-25 19:06:00
Website: https://corealpha.com