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CORE INVESTMENT MANAGEMENT
CORE INVESTMENT MANAGEMENT
SAN DIEGO, California
·
1 registered advisor
·
CRD# 157758
SEC# 801-72441
619-321-6945
01
Firm Overview
AUM
$55M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
Compensation
Percentage of AUM
Hourly charges
Performance-based fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at CORE INVESTMENT MANAGEMENT
1 registered advisor
Peter Gapp Chiang
SAN DIEGO, California
CRD# 2068958
05
Office Locations
SAN DIEGO, California
1 advisor
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Data sourced from SEC Form ADV filings. CORE INVESTMENT MANAGEMENT (CRD# 157758) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.