Core Investment Management, LLC

Core Investment Management, LLC (CRD# 166340) is a financial advisory firm headquartered in Pasadena, CA. They manage $4,896,675 in 17 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    17
    ACCOUNTS
  • Average Account Value
    $288,040
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Core Investment Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Gregory W. Quon
CRD#: 2097215
155 N. Lake Ave., Ste. 800, Pasadena, CA 91101

Gregory Quon (CRD# 2097215) is an Investment Advisor Representative working at Core Investment Management, LLC in Pasadena, CA and has over 33 years of experience in the finance industry.

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