Corecap Advisors
Corecap Advisors (CRD# 158819) is a financial advisory firm headquartered in Southfield, MI. They manage $1,957,268,517 in 7,757 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management1,957MILLION
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Total Number of Accounts7,757ACCOUNTS
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Average Account Value$252,323
- 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
Mark Charnet (CRD# 1172093) is an Investment Advisor Representative working at Corecap Advisors in Southfield, MI and has over 40 years of experience in the finance industry.
Jonah Chun (CRD# 4575497) is an Investment Advisor Representative working at Corecap Advisors in Kaneohe, HI and has over 21 years of experience in the finance industry.
Bradley Clark (CRD# 5204528) is an Investment Advisor Representative working at Corecap Advisors in Southfield, MI and has over 7 years of experience in the finance industry.
Steven Conners (CRD# 1939727) is an Investment Advisor Representative working at Corecap Advisors in Southfield, MI and has over 34 years of experience in the finance industry.
Lauren Cooper (CRD# 6399973) is an Investment Advisor Representative working at Corecap Advisors in Centerburg, OH and has over 9 years of experience in the finance industry.
Paul Costa (CRD# 1243664) is an Investment Advisor Representative working at Corecap Advisors in Saginaw, MI and has over 39 years of experience in the finance industry.
Matthew Essmann (CRD# 5697283) is an Investment Advisor Representative working at Corecap Advisors in Southfield, MI and has over 14 years of experience in the finance industry.
Jay Ferrans (CRD# 5608914) is an Investment Advisor Representative working at Corecap Advisors in Southfield, MI and has over 15 years of experience in the finance industry.
Kurt Fillmore (CRD# 4518386) is an Investment Advisor Representative working at Corecap Advisors in Southfield, MI and has over 21 years of experience in the finance industry.
Peter Frawley (CRD# 4827671) is an Investment Advisor Representative working at Corecap Advisors in Lake Orion, MI and has over 19 years of experience in the finance industry.