Core Capital Solutions LLC
Core Capital Solutions LLC (CRD# 136604) is a financial advisory firm headquartered in Naperville, IL. They manage $132,516,346 in 66 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management133MILLION
Total Number of Accounts66ACCOUNTS
Average Account Value$2,007,823
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
David Fluett (CRD# 823638) is an Investment Advisor Representative working at Core Capital Solutions LLC in Naperville, IL and has over 26 years of experience in the finance industry.
James Sullivan (CRD# 2584131) is an Investment Advisor Representative working at Core Capital Solutions LLC in Naperville, IL and has over 21 years of experience in the finance industry.