Cor3 Investment Partners, LLC
Firm details
- Headquarters
- ,
- CRD number
- 323536
- Custodians
- INTERACTIVE BROKERS LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI50.42%
- Other Investment Advisers49.58%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Cor3 Investment Partners, LLC is a limited liability company that focuses on portfolio management for individual clients and small businesses. The firm operates with a fee structure based on a percentage of assets under management (AUM) and caters to both individual and institutional clients. While the firm does not actively engage in ESG investing, it has established itself as a player in the wealth management space by providing tailored investment strategies to its clientele.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities75%
- Cash & Cash Equivalents25%
Contacts
3 of 3John Owen
Founding MemberCRD 3117391
Eda Driver Owen
Investment Adviser RepresentativeCRD 4010876
Jessie Magee
Investment Adviser RepresentativeCRD 7638896
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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