Overview
Assets Under Management: $297 million
Headquarters: ROCK HILL, SC
High-Net-Worth Clients: 218
Average Client Assets: $739,873
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 218
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 54.34
Average High-Net-Worth Client Assets: $739,873
Total Client Accounts: 1,628
Discretionary Accounts: 1,628
Regulatory Filings
CRD Number: 306661
Filing ID: 1941394
Last Filing Date: 2025-03-28 08:39:00
Website: https://core-ria.com