Core Wealth Consultants, LLC
Firm details
- Headquarters
- ,
- CRD number
- 165246
- Website
- www.planassist.xyz
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI70.04%
- Individuals29.96%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Core Wealth Consultants, LLC is an independent, owner-operated registered investment adviser focused on serving individual and family clients, along with small-business portfolio management. The firm charges fees as a percentage of assets under management and reports portfolio management as its primary advisory activity. Its regulatory filings indicate it is not positioned as a multi-state adviser and does not describe itself as an active ESG investor.
Assets & Accounts
Investments & Alternatives
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
Asset composition
- Public Funds/Mutual Funds74%
- Exchange Traded Equities18%
- Cash & Cash Equivalents5%
- US Government Bonds3%
Contacts
2 of 2
Timothy Clifford
Managing PartnerCRD 1061464
Mary Clifford
MemberCRD 6424797
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Long Lake Capital Management, LLC
RIABirmingham, MI
Kfico, LLC Registered Investment Advisor
RIATustin, CA
Coast Wealth Management, Inc.
RIASan Clemente, CA
Eternal Capital, LLC
RIAMiami, FL
Nisman Investment Services Inc.
RIAEast Brunswick, NJ