Core-x Wealth Management, LLC
Core-x Wealth Management, LLC (CRD# 166966) is a financial advisory firm headquartered in Melville, NY. They manage $17,275,374 in 47 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management17MILLION
Total Number of Accounts47ACCOUNTS
Average Account Value$367,561
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses