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Financial Advisor
Florida
Lakeland
CORE WEALTH ADVISORS, INC.

CORE WEALTH ADVISORS, INC.

Tel: 863-904-4745 124 South Florida Avenue 4th Floor Lakeland, Florida 33801

About CORE WEALTH ADVISORS, INC.

CORE WEALTH ADVISORS, INC. is a Lakeland, Florida based financial advisory firm with nearly $506,426,918 in assets under management and provides investment advisory services for 936 clients. There are currently 10 financial advisors at the firm.

General Information
Firm CRD#:

174386

Firm SEC#:

801-81079

Assets Under Management:

$506,426,918

No. of Clients:

936

No. of Advisors:

10

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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