Corecap Investments, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
115
Avg account
$0

Firm details

Headquarters
Southfield, Michigan
CRD number
37068
Registered since
March 8, 1996

Firm profile

FINTRX

Overview

Corecap Investments, LLC is organized as a limited liability company. The firm’s public profile is sparse: the source classifies it as "Unclassified" and identifies ownership as a combination of domestic entity and individual interests. Available data flags the firm as not acting as a capital allocator, not positioning itself as an active ESG investor, not serving as a pension consultant, and not operating as a related adviser. There are no disclosed details on advisory services, fee schedules, client segments, or investment philosophy in the provided record, so assessment of how the firm sources or manages assets must rely on information beyond this snapshot.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 9
  • Daniel Milan

    Daniel Milan

    Managing Partner, Founder and CIOCRD 5795696

  • Michael Neumann

    Michael Neumann

    Financial Advisor & CEOCRD 6039629

  • David Muncie

    David Muncie

    CFOCRD 1802808

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Contacts

3 of 106
  • William Harpe

    Financial AdvisorCRD 5857462

  • Robert Romain

    Robert Romain

    PresidentCRD 5871331

  • Jeffrey Jones

    Jeffrey Jones

    Financial AdvisorCRD 3275471

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Southfield, MI

Oakland

Location

Southfield, MI

Headquartered in Southfield, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.

Metro area
Detroit-Warren-Ann Arbor, MI
Region
Midwest
County
Oakland
Address
27777 Franklin Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth