Core Capital Strategies

Core Capital Strategies (CRD# 154590) is a financial advisory firm headquartered in , . They manage $4,908,097 in 11 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Market timing services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Core Capital Strategies
Showing 1 - 1 of 1 top financial advisors.
Brian J. Clark
CRD#: 5822233
Clive, IA

Brian Clark (CRD# 5822233) is an Investment Advisor Representative working at Core Capital Strategies in Clive, IA and has over 8 years of experience in the finance industry.

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