Corecap Investments, LLC

Broker-DealerFINRA MemberEst. 1996
Total AUM
—
Advisory reps
116
Avg account
$0

Firm details

Headquarters
Southfield, Michigan
CRD number
37068
Registered since
March 8, 1996

Firm profile

FINTRX

Overview

Corecap Investments, LLC is organized as a limited liability company and is SEC-registered since 1996. Public records list the owner type as a combination of a domestic entity and an individual and classify the firm as "unclassified." The firm is not identified as a capital allocator, does not present itself as an active ESG investor, and is not designated as a multi-state adviser in the provided data.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 9
  • Daniel Milan

    Daniel Milan

    Managing Partner, Founder and CIOCRD 5795696

  • Michael Neumann

    Michael Neumann

    Financial Advisor & CEOCRD 6039629

  • David Muncie

    David Muncie

    CFOCRD 1802808

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Contacts

3 of 107
  • William Harpe

    Financial AdvisorCRD 5857462

  • Robert Romain

    Robert Romain

    PresidentCRD 5871331

  • Jeffrey Jones

    Jeffrey Jones

    Financial AdvisorCRD 3275471

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Southfield, MI

Oakland

Location

Southfield, MI

Headquartered in Southfield, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.

Metro area
Detroit-Warren-Ann Arbor, MI
Region
Midwest
County
Oakland
Address
27777 Franklin Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth