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 a limited liability company that has been SEC-registered since 1996. Publicly available metadata for the firm is sparse: FINTRX classifies it as "Unclassified," lists the owner type as a domestic entity/individual, and indicates the firm is not a capital allocator, not an active ESG investor, not a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser. No specific advisory activities, client segments, fee structure, or investment mandates are disclosed in the source data.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

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

Unlock 6 more executives

Contacts

3 of 107
  • William Harpe

    Financial AdvisorCRD 5857462

  • Robert Romain

    Robert Romain

    PresidentCRD 5871331

  • Jeffrey Jones

    Jeffrey Jones

    Financial AdvisorCRD 3275471

Unlock 104 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth