CORE COMPLIANCE GROUP, LLC

CORE ADVISORY GROUP
ROCK HILL, South Carolina·2 registered advisors·CRD# 306661
SEC# 801-1229343803-324-5464
01

Firm Overview

AUM
$238M
Regulatory assets under management
Employees
11
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CORE COMPLIANCE GROUP, LLC

2 registered advisors
Meredith Lee Strosser
ROCK HILL, South Carolina
William Merritt King
ROCK HILL, South Carolina
05

Office Locations

ROCK HILL, South Carolina
2 advisors

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Data sourced from SEC Form ADV filings. CORE COMPLIANCE GROUP, LLC (CRD# 306661) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.