Overview
Assets Under Management: $113 million
Headquarters: ROCHESTER, NY
Frequently Asked Questions
CORE ALPHA, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #119635), CORE ALPHA, INC. is subject to fiduciary duty under federal law.
CORE ALPHA, INC. is headquartered in ROCHESTER, NY.
According to their SEC Form ADV, CORE ALPHA, INC. offers financial planning and portfolio management for individuals. View all service details ↓
CORE ALPHA, INC. manages $113 million in client assets according to their SEC filing dated June 25, 2025.
According to their SEC Form ADV, CORE ALPHA, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
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