Overview
Assets Under Management: $352 million
Headquarters: SHELBYVILLE, IN
High-Net-Worth Clients: 74
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 74
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 46.67
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,082
Discretionary Accounts: 1,082
Regulatory Filings
CRD Number: 325310
Last Filing Date: 2025-01-29 00:00:00
Website: https://corevisionfg.com