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Core Financial Partners Inc.

● SEC registered since 2015CRD 155205SEC# 801-100415El Segundo, CA
Export (members)
Reg. AUM
$284.6M
Employees
5
Accounts
594
Location
El Segundo, CA

Core Financial Partners Inc. assets under management

Core Financial Partners Inc. is an investment advisory firm registered with the SEC based in El Segundo, CA. The firm has been registered since 2015. It reports $284.6 million in regulatory assets under management and employs 5 people.
corefpi.comView on SEC.gov ↗

Core Financial Partners Inc. owners & executives

2 reported
NameTitleOwnershipSince
Andre Peter Hadzi-PavlovicChief Compliance OfficerUnder 5%2023
John Charles Koudsi ControlCeo / CfoOver 75%2010

Frequently asked questions

How much does Core Financial Partners Inc. manage?

Core Financial Partners Inc. reports $284.6 million in regulatory assets under management on its Form ADV.

How many employees does Core Financial Partners Inc. have?

Core Financial Partners Inc. reports 5 employees.

Where is Core Financial Partners Inc. located?

Core Financial Partners Inc. is based in El Segundo, CA and has been SEC-registered since 2015.

Does Core Financial Partners Inc. disclose fund performance?

Core Financial Partners Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address222 N Pacific Coast Highway, Ste 1900, El Segundo, CA 90245
Phone310-450-6004
Fax310-593-2457
Office hours9a.m. To 5p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$98M
Non-discretionary$186.6M
Total (RAUM)$284.6M