Core Asset Management, LLC
RIASEC Registered
Total AUM
$12.5M
Discretionary
$12.5M
100% of AUM
Avg account
$392K
Accounts
32
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 155385
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Core Asset Management, LLC is an independent, individual-owned RIA that provides fee-based portfolio management primarily for individual and family clients and small businesses. The firm charges a percentage-of-AUM advisory fee, focuses on discretionary management, and is not positioned as a capital allocator or pension consultant. It is not an active ESG investor and is not registered as a multi-state adviser per the available filing details.
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 Equities90%
- Cash & Cash Equivalents10%
Contacts
1 of 1Brian Stoll
OwnerCRD 2927817
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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