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
Paul McGillivray (CRD# 1343746) is an Investment Advisor Representative working at Corecap Advisors in Southfield, MI and has over 39 years of experience in the finance industry.
Daniel Milan (CRD# 5795696) is an Investment Advisor Representative working at Corecap Advisors in Southfield, MI and has over 13 years of experience in the finance industry.
Brett Mills (CRD# 5895721) is an Investment Advisor Representative working at Corecap Advisors in Southfield, MI and has over 13 years of experience in the finance industry.
David Montermini (CRD# 4439037) is an Investment Advisor Representative working at Corecap Advisors in Southfield, MI and has over 6 years of experience in the finance industry.
David Muncie (CRD# 1802808) is an Investment Advisor Representative working at Corecap Advisors in Southfield, MI and has over 35 years of experience in the finance industry.
Nicholas Peterson (CRD# 6011317) is an Investment Advisor Representative working at Corecap Advisors in Orem, UT and has over 12 years of experience in the finance industry.
Raymond Pett (CRD# 2357041) is an Investment Advisor Representative working at Corecap Advisors in Southfield, MI and has over 30 years of experience in the finance industry.
Hagen Pruemm (CRD# 6602242) is an Investment Advisor Representative working at SIS Financial Group in Hoffman Estates, IL and has 14 year of experience in the finance industry.
John Rafferty (CRD# 2720423) is an Investment Advisor Representative working at Corecap Advisors in Carmel, IN and has over 28 years of experience in the finance industry.
Robert Romain (CRD# 5871331) is an Investment Advisor Representative working at Corecap Advisors in Southfield, MI and has over 13 years of experience in the finance industry.