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
Richard Kinnard (CRD# 2694520) is an Investment Advisor Representative working at Corecap Advisors in Greensboro, GA and has over 28 years of experience in the finance industry.
Jeffrey Klauenberg (CRD# 1110287) is an Investment Advisor Representative working at Corecap Advisors in Laurel, MD and has over 37 years of experience in the finance industry.
Daniel Laginess (CRD# 3055560) is an Investment Advisor Representative working at Corecap Advisors in Southfield, MI and has over 25 years of experience in the finance industry.
Oliver Lee (CRD# 4472655) is an Investment Advisor Representative working at Corecap Advisors in Southfield, MI and has over 22 years of experience in the finance industry.
Jill Lowther (CRD# 5571876) is an Investment Advisor Representative working at Corecap Advisors in Southfield, MI and has over 13 years of experience in the finance industry.
Bruce Maginn (CRD# 1959295) is an Investment Advisor Representative working at Corecap Advisors in Southfield, MI and has over 34 years of experience in the finance industry.
Scott Marion (CRD# 7025856) is an Investment Advisor Representative working at Corecap Advisors in Knoxville, TN and has over 5 years of experience in the finance industry.
Avery Markos (CRD# 6733886) is an Investment Advisor Representative working at Corecap Advisors in Southfield, MI and has over 7 years of experience in the finance industry.
Christine McCafferty (CRD# 1500902) is an Investment Advisor Representative working at Corecap Advisors in Southfield, MI and has over 29 years of experience in the finance industry.
Michael McCracken (CRD# 3106198) is an Investment Advisor Representative working at Corecap Advisors in Maple Grove, MN and has over 15 years of experience in the finance industry.