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CORECAP ADVISORS, LLC
CORECAP ADVISORS, LLC
CORECAP ADVISORS
SOUTHFIELD, Michigan
·
10 registered advisors
·
CRD# 158819
SEC# 801-72687
40
888-296-3360
01
Firm Overview
AUM
$2.5B
Regulatory assets under management
Employees
118
Total firm employees
Advisors
10
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at CORECAP ADVISORS, LLC
10 registered advisors
Carrie Lynn Irwin
SOUTHFIELD, Michigan
CRD# 4838117
Craig David Rumler
SOUTHFIELD, Michigan
CRD# 5618005
David Wayne Muncie
SOUTHFIELD, Michigan
CRD# 1802808
Dennis Michael Brown
SOUTHFIELD, Michigan
CRD# 1041617
Jason Raymond Steeno
SOUTHFIELD, Michigan
CRD# 2733742
Judith Andrea Villarreal
SOUTHFIELD, Michigan
CRD# 1795375
Mary Louise Cavanaugh
SOUTHFIELD, Michigan
CRD# 1977110
Paul Robert Rentenbach
SOUTHFIELD, Michigan
CRD# 5965400
Raymond Max Pett
SOUTHFIELD, Michigan
CRD# 2357041
Timothy John Otto
SOUTHFIELD, Michigan
CRD# 5862044
05
Office Locations
SOUTHFIELD, Michigan
10 advisors
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Data sourced from SEC Form ADV filings. CORECAP ADVISORS, LLC (CRD# 158819) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.