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
Craig Rumler (CRD# 5618005) is an Investment Advisor Representative working at Corecap Advisors in Southfield, MI and has over 14 years of experience in the finance industry.
Jacob Sansom (CRD# 6461077) is an Investment Advisor Representative working at Corecap Advisors in Columbus, OH and has over 8 years of experience in the finance industry.
Tracy Sawgle (CRD# 1925410) is an Investment Advisor Representative working at Corecap Advisors in White Lake, MI and has over 34 years of experience in the finance industry.
Steven Seibel (CRD# 1140576) is an Investment Advisor Representative working at Corecap Advisors in Nashotah, WI and has over 40 years of experience in the finance industry.
Ryan Shuchman (CRD# 5517784) is an Investment Advisor Representative working at Corecap Advisors in Southfield, MI and has over 15 years of experience in the finance industry.
Patrick Simasko (CRD# 6598564) is an Investment Advisor Representative working at Corecap Advisors in Mount Clemens, MI and has over 8 years of experience in the finance industry.
Daniel Simon (CRD# 5386170) is an Investment Advisor Representative working at Corecap Advisors in Southfield, MI and has over 5 years of experience in the finance industry.
Alison Slezak (CRD# 7083079) is an Investment Advisor Representative working at Corecap Advisors in Glen Mills, PA and has over 5 years of experience in the finance industry.
James Speir (CRD# 6020866) is an Investment Advisor Representative working at Corecap Advisors in Southfield, MI and has over 12 years of experience in the finance industry.
Jason Steeno (CRD# 2733742) is an Investment Advisor Representative working at Corecap Advisors in Southfield, MI and has over 27 years of experience in the finance industry.