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Cory Mason Mcpherson

PROACTIVE CAPITAL MANAGEMENT, INC.·TOPEKA, Kansas
Unclaimed Profile
1414 SW ASHWORTH PLACE, TOPEKA, KS 66604CRD# 6632861Firm CRD# 297791
01

About

Cory Mason Mcpherson is a registered financial advisor based in TOPEKA, Kansas, affiliated with PROACTIVE CAPITAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PROACTIVE CAPITAL MANAGEMENT, INC.
PROACTIVE CAPITAL MANAGEMENT, INC.
AUM
$144M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at PROACTIVE CAPITAL MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6632861
Firm CRD# 297791
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Cory Mason Mcpherson offer?
Cory Mason Mcpherson specializes in Financial Planning, Investment Management. Contact their office in TOPEKA, Kansas for a consultation.
What are Cory Mason Mcpherson's credentials?
Cory Mason Mcpherson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Cory Mason Mcpherson located?
Cory Mason Mcpherson is based in TOPEKA, Kansas, working with PROACTIVE CAPITAL MANAGEMENT, INC.. Their office serves clients in the TOPEKA metropolitan area and surrounding communities.
How does Cory Mason Mcpherson charge for services?
Cory Mason Mcpherson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PROACTIVE CAPITAL MANAGEMENT, INC.?
PROACTIVE CAPITAL MANAGEMENT, INC. has approximately 4 employees and manages $144M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Kansas
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Research
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