Procore Advisors, LLC

Procore Advisors, LLC (CRD# 289037) is a financial advisory firm headquartered in Newport Beach, CA. They manage $92,603,000 in 388 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    93
    MILLION
  • Total Number of Accounts
    388
    ACCOUNTS
  • Average Account Value
    $238,668
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Procore Advisors, LLC
Showing 1 - 4 of 4 top financial advisors.
1
David K. Hicok, ChFC
CRD#: 4051459
1101 Dove Street, Suite 100, Newport Beach, CA 92660
David Hicok (CRD# 4051459) is an Investment Advisor Representative working at Partnervest Advisory Services LLC in Pasadena, CA and has over 16 years of experience in the finance industry.
2
Bryan D. Ward
CRD#: 4603919
1101 Dove Street, Suite 100, Newport Beach, CA 92660

Bryan Ward (CRD# 4603919) is an Investment Advisor Representative working at Procore Advisors, LLC in Newport Beach, CA and has over 21 years of experience in the finance industry.

3
Keythe E. Ward-Aguilar
CRD#: 2571048
1101 Dove Street, Suite 100, Newport Beach, CA 92660

Keythe Ward-Aguilar (CRD# 2571048) is an Investment Advisor Representative working at Procore Advisors, LLC in Newport Beach, CA and has over 28 years of experience in the finance industry.

4
Mark A. Aguilar
CRD#: 5184549
1101 Dove Street, Suite 100, Newport Beach, CA 92660

Mark Aguilar (CRD# 5184549) is an Investment Advisor Representative working at Procore Advisors, LLC in Newport Beach, CA and has 1 year of experience in the finance industry.

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