Overview
Assets Under Management: $2.4 billion
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 264
Average Client Assets: $7.6 million
Frequently Asked Questions
KORE PRIVATE WEALTH, 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 #294547), KORE PRIVATE WEALTH, LLC is subject to fiduciary duty under federal law.
KORE PRIVATE WEALTH, LLC is headquartered in NEW YORK, NY.
KORE PRIVATE WEALTH, LLC serves 264 high-net-worth clients according to their SEC filing dated October 11, 2018. View client details ↓
According to their SEC Form ADV, KORE PRIVATE WEALTH, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
KORE PRIVATE WEALTH, LLC manages $2.4 billion in client assets according to their SEC filing dated October 11, 2018.
According to their SEC Form ADV, KORE PRIVATE WEALTH, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 264
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.59%
Average Client Assets: $7.6 million
Total Client Accounts: 1,661
Discretionary Accounts: 1,604
Non-Discretionary Accounts: 57
Regulatory Filings
CRD Number: 294547
Filing ID: 1245498
Last Filing Date: 2018-10-11 17:12:00