Corecap Advisors
Corecap Advisors (CRD# 158819) is a financial advisory firm headquartered in Southfield, MI. They manage $2,467,486,750 in 8,713 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management2,467MILLION
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Total Number of Accounts8,713ACCOUNTS
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Average Account Value$283,196
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Donald Ross (CRD# 7634112) is an Investment Advisor Representative working at Corecap Advisors in Medina, OH and has 1 year of experience in the finance industry.
Tyler Schall (CRD# 7610363) is an Investment Advisor Representative working at Corecap Advisors in Southfield, MI and has 1 year of experience in the finance industry.
Dylan Schalmo (CRD# 7077412) is an Investment Advisor Representative working at Corecap Advisors in Southfield, MI and has over 4 years of experience in the finance industry.
Stephanie Scully (CRD# 7120907) is an Investment Advisor Representative working at Corecap Advisors in Southfield, MI and has over 2 years of experience in the finance industry.
James Simasko (CRD# 6598703) is an Investment Advisor Representative working at Corecap Advisors in Mount Clemens, MI and has over 2 years of experience in the finance industry.
Brian Spencer (CRD# 7251808) is an Investment Advisor Representative working at Corecap Advisors in Cornelius, NC and has over 3 years of experience in the finance industry.
Rany Tallou (CRD# 6312295) is an Investment Advisor Representative working at Corecap Advisors in Southfield, MI and has over 8 years of experience in the finance industry.
Craig Tanis (CRD# 7111803) is an Investment Advisor Representative working at Corecap Advisors in Grand Rapids, MI and has over 4 years of experience in the finance industry.
Christopher Walsh (CRD# 7287370) is an Investment Advisor Representative working at Corecap Advisors in Phoenix, AZ and has over 3 years of experience in the finance industry.
Kristopher Whipple (CRD# 7812238) is an Investment Advisor Representative working at Corecap Advisors in Nashville, TN and has 1 year of experience in the finance industry.