CORE ADVISORY GROUP
Tel: 803-324-5464 744 Arden Lane Suite 175 Rock Hill, South Carolina 29732
About CORE ADVISORY GROUP
CORE ADVISORY GROUP is a Rock Hill, South Carolina based financial advisory firm with nearly $238,224,870 in assets under management and provides investment advisory services for 1444 clients. There are currently 11 financial advisors at the firm.
General Information
Firm CRD#:
306661
Firm SEC#:
801-122934
Assets Under Management:
$238,224,870
No. of Clients:
1444
No. of Advisors:
11
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
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