Be advised. This firm is no longer registered.

Corestates Capital Advisors, LLC

Corestates Capital Advisors, LLC (CRD# 137697) is a financial advisory firm headquartered in Yardley, PA. They manage $505,352,592 in 867 accounts and serve the financial needs of clients across 0 states (or territories).

Current Firm Details
1010 Stony Hill Road, Suite 315, Yardley, PA 19067
http://www.corestates.us
By the Numbers
  • Total Assets Under Management
    505
    MILLION
  • Total Number of Accounts
    867
    ACCOUNTS
  • Average Account Value
    $582,875
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

Financial Advisors at Corestates Capital Advisors, LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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