Overview
Assets Under Management: $144 million
Headquarters: NEWPORT BEACH, CA
High-Net-Worth Clients: 30
Average Client Assets: $2.7 million
Frequently Asked Questions
PROCORE ADVISORS, 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 #289037), PROCORE ADVISORS, LLC is subject to fiduciary duty under federal law.
PROCORE ADVISORS, LLC is headquartered in NEWPORT BEACH, CA.
PROCORE ADVISORS, LLC serves 30 high-net-worth clients according to their SEC filing dated March 27, 2026. View client details ↓
According to their SEC Form ADV, PROCORE ADVISORS, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
PROCORE ADVISORS, LLC manages $144 million in client assets according to their SEC filing dated March 27, 2026.
According to their SEC Form ADV, PROCORE ADVISORS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 30
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 56.66%
Average Client Assets: $2.7 million
Total Client Accounts: 467
Discretionary Accounts: 467
Regulatory Filings
CRD Number: 289037
Filing ID: 2084347
Last Filing Date: 2026-03-27 19:25:53