Core Financial, LLC
Firm details
- Headquarters
- Columbus, Ohio
- CRD number
- 151044
- Registered since
- June 3, 2010
Firm profile
FINTRXOverview
Core Financial, LLC is organized as a limited liability company and has been SEC-registered since 2010. FINTRX classifies the adviser as unclassified and notes ownership by a mix of a domestic entity and an individual. The profile indicates the firm does not position itself as a capital allocator and is not flagged as an active ESG investor. It is also not listed as a multistate adviser, a newly formed adviser, a pension consultant, or a related adviser.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Thomas Sarko
Chief Compliance OfficerCRD 2902547
Contacts
2 of 2
Daniel Sakol
Financial and Operations PrincipalCRD 2813237
Seth Porter
Senior Vice President of Investor RelationsCRD 5388459
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Columbus, OH
Franklin
Location
Columbus, OH
Headquartered in Columbus, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.
- Metro area
- Columbus-Marion-Zanesville, OH
- Region
- Midwest
- County
- Franklin
- Address
- 1086 N 4th St
- Time zone
- ET (UTC-5)
- Office locations
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