Cor3 Investment Partners, LLC
Firm details
- Headquarters
- ,
- CRD number
- 323536
- Custodians
- CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI55.54%
- Other Investment Advisers44.46%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Cor3 Investment Partners, LLC is an independent, individually owned registered investment adviser organized as an LLC. The firm provides portfolio management primarily for individuals and small businesses, and serves both high‑net‑worth households and institutional clients. It charges clients a fee based on a percentage of assets under management. Registrations appear at the state level in Georgia, Tennessee and Texas. Cor3 does not identify as an ESG investor and its stated activity focus is traditional portfolio management rather than pension consulting or related‑adviser services.
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 Equities98%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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