Korefusion Capital LLC

Broker-DealerFINRA MemberEst. 2021
Total AUM
—
Advisory reps
3
Avg account
$0

Firm details

Headquarters
San Francisco, California
CRD number
311889
Registered since
July 16, 2021

Firm profile

FINTRX

Overview

Korefusion Capital LLC is a limited liability company that registered with the SEC in 2021. The firm is owned by an individual and is categorized in the source data as "Unclassified," which indicates it has not been assigned a more specific adviser type in the available records. The firm is not identified as a capital allocator, is not an active ESG investor, does not operate as a multi-state adviser per the dataset, and is not flagged as a pension consultant or a related adviser. The firm has not supplied details about its business activities, advisory services, or external affiliations in the source material.

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

Contacts

3 of 3
  • Paul Ebert

    Paul Ebert

    FinOpCRD 1121231

  • Joseph Mccann

    Joseph Mccann

    Investment BankerCRD 5691325

  • Yogesh Oka

    Yogesh Oka

    OwnerCRD 7334919

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

San Francisco, CA

San Francisco

Location

San Francisco, CA

Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Francisco
Address
1467 Funston Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth