Core Capital Management, LLC
Core Capital Management, LLC (CRD# 143501) is a financial advisory firm headquartered in Huntington Beach, CA. They manage $11,435,585 in 99 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management11MILLION
Total Number of Accounts99ACCOUNTS
Average Account Value$115,511
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Donald Scrimgeour (CRD# 4587400) is an Investment Advisor Representative working at Core Capital Management, LLC in Huntington Beach, CA and has over 15 years of experience in the finance industry. Donald Scrimgeour has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.