CORECAP ADVISORS - Financial Advisor in Michigan, Southfield

Tel: 888-296-3360 27777 Franklin Road Suite 700 Southfield, Michigan 48034

About CORECAP ADVISORS

CORECAP ADVISORS is a Southfield, Michigan based financial advisory firm with nearly $2,467,486,750 in assets under management and provides investment advisory services for 8713 clients. There are currently 118 financial advisors at the firm.

General Information

Firm CRD#:

158819

Firm SEC#:

801-72687

Assets Under Management:

$2,467,486,750

No. of Clients:

8713

No. of Advisors:

118

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
Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

PLANTE MORAN FINANCIAL ADVISORS

112158

801-44058

17010

134

$20,526,058,796

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110767

801-28092

14038

$4,023,482,795

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801-65076

3992

$1,558,325,820

PENINSULA CAPITAL PARTNERS, L.L.C.

157354

801-73782

$848,017,000

SKYOAK WEALTH

299564

801-114715

1207

$601,394,803

PLANTE MORAN REAL ESTATE INVESTMENT ADVISORS

323718

801-127325

$268,055,453

TRM ADVISORS LP

321278

801-130799

$165,994,000

CIG ASSET MANAGEMENT, INC.

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801-66667

425

$135,208,823

KELLY WEALTH MANAGEMENT, INC.

328386

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$112,692,652

ELE ADVISORY SERVICES, INC

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