Core Capital Management, LLC

Core Capital Management, LLC (CRD# 143501) is a financial advisory firm headquartered in , . They manage $11,426,520 in 63 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://core-capital.net
By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    63
    ACCOUNTS
  • Average Account Value
    $181,373
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Core Capital Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Donald Scrimgeour, financial advisor Huntington Beach CA
Donald K. Scrimgeour
CRD#: 4587400
Huntington Beach, CA

Donald Scrimgeour (CRD# 4587400) is an Investment Advisor Representative working at Core Capital Management, LLC in Huntington Beach, CA and has over 21 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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