CORETEGIC CAPITAL, LLC

Overview

Coretegic Capital, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and educational workshops and seminars. Its fee arrangements include a percentage of assets under management, hourly charges, and fixed fees. Coretegic Capital is not positioned as a capital allocator, is not an active ESG investor, and does not operate as a multi-state adviser or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices