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Craig David Rumler

CORECAP ADVISORS, LLC·SOUTHFIELD, Michigan
Unclaimed Profile
27777 FRANKLIN ROAD, SOUTHFIELD, MI 48034CRD# 5618005Firm CRD# 158819
01

About

Craig David Rumler is a registered financial advisor based in SOUTHFIELD, Michigan, affiliated with CORECAP ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
CORECAP ADVISORS, LLC
CORECAP ADVISORS
AUM
$2.5B
Regulatory assets under management
Employees
118
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5618005
Firm CRD# 158819
4 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Craig David Rumler offer?
Craig David Rumler specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SOUTHFIELD, Michigan for a consultation.
What are Craig David Rumler's credentials?
Craig David Rumler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Craig David Rumler located?
Craig David Rumler is based in SOUTHFIELD, Michigan, working with CORECAP ADVISORS, LLC. Their office serves clients in the SOUTHFIELD metropolitan area and surrounding communities.
How does Craig David Rumler charge for services?
Craig David Rumler'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 CORECAP ADVISORS, LLC?
CORECAP ADVISORS, LLC has approximately 118 employees and manages $2.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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