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 3 states (or territories).
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Total Assets Under Management93MILLION
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Total Number of Accounts388ACCOUNTS
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Average Account Value$238,668
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, OR, TX
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.
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.
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.