Core Partners

Core Partners (CRD# 300771) is a financial advisory firm headquartered in Austin, TX. They manage $36,854,692 in 286 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
8708 S Congress Ave, Ste E500-360, Austin, TX 78745
https://www.mycorepartner.com
By the Numbers
  • Total Assets Under Management
    37
    MILLION
  • Total Number of Accounts
    286
    ACCOUNTS
  • Average Account Value
    $128,863
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, KS, OH, OK, TX

Financial Advisors at Core Partners
Showing 1 - 4 of 4 top financial advisors.
1
Tristen Cleve, financial advisor Austin TX
Tristen O. Cleve
CRD#: 5732190
Austin, TX

Tristen Cleve (CRD# 5732190) is an Investment Advisor Representative working at Core Partners in Austin, TX and has over 14 years of experience in the finance industry.

2
Lawrence Dove, financial advisor Austin TX
Lawrence J. Dove
CRD#: 5660270
Austin, TX

Lawrence Dove (CRD# 5660270) is an Investment Advisor Representative working at Core Partners in Austin, TX and has over 14 years of experience in the finance industry.

3
Richard Girard, financial advisor Austin TX
Richard A. Girard
CRD#: 5817518
Austin, TX

Richard Girard (CRD# 5817518) is an Investment Advisor Representative working at Core Partners in Austin, TX and has over 13 years of experience in the finance industry.

4
Susan Burnett, financial advisor Austin TX
Susan L. Burnett
CRD#: 7154370
Austin, TX

Susan Burnett (CRD# 7154370) is an Investment Advisor Representative working at Core Partners in Austin, TX and has over 4 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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