Overview
Assets Under Management: $134 million
Headquarters: NAPERVILLE, IL
High-Net-Worth Clients: 20
Average Client Assets: $2.6 million
Frequently Asked Questions
CORE CAPITAL SOLUTIONS LLC 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 #136604), CORE CAPITAL SOLUTIONS LLC is subject to fiduciary duty under federal law.
CORE CAPITAL SOLUTIONS LLC is headquartered in NAPERVILLE, IL.
CORE CAPITAL SOLUTIONS LLC serves 20 high-net-worth clients according to their SEC filing dated March 16, 2018. View client details ↓
According to their SEC Form ADV, CORE CAPITAL SOLUTIONS LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
CORE CAPITAL SOLUTIONS LLC manages $134 million in client assets according to their SEC filing dated March 16, 2018.
According to their SEC Form ADV, CORE CAPITAL SOLUTIONS LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 20
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 38.92%
Average Client Assets: $2.6 million
Total Client Accounts: 55
Discretionary Accounts: 55
Regulatory Filings
CRD Number: 136604
Filing ID: 1186154
Last Filing Date: 2018-03-16 12:35:00