CORE FINANCIAL
CORE FINANCIAL PARTNERS INC. Legal Name
Adviser information for CORE FINANCIAL last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | California, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 342 | $90.0M |
| Non-Discretionary | 250 | $164.1M |
| Total | 592 | $254.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 73 | $19.8M |
| HNW Individuals | 54 | $172.0M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 5 | $39.4M |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 9 | $22.7M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 51-100 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
| Other Business Activities | Insurance broker or agent |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 0 |
| Both for Same | 230.1M |
| Portfolio Manager to Program | Sponsor |
|---|---|
| CORE WRAP FEE PROGRAM | CORE FINANCIAL |
Identifiers
| SEC RIA File Number | 801-100415 |
|---|---|
| SEC ERA File Number | 801-100415 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 155205 |
| Legal Entity Identifier | 254900T9N85HAGOSY993 |
Principal Office
222 N PACIFIC COAST HIGHWAYSTE 1500
EL SEGUNDO
CA
United States
Monday - Friday, 9AM TO 5PM
Tel: 310-450-6004, Fax: 310-593-2457
Chief Compliance Officer
ANDRE HADZI-PAVLOVIC
COO
222 N PACIFIC COAST HIGHWAY
STE 1500
EL SEGUNDO
CA
United States
Tel:
310-450-6004
Fax:
310-593-2457
A****@**********M
(Full email address available in API data)
Regulatory Contact
JOHN KOUDSI
CEO/CFO
222 N PACIFIC COAST HIGHWAY
STE 1500
EL SEGUNDO
CA
United States
Tel:
310-450-6004
Fax:
310-593-2457
J***@**********M
(Full email address available in API data)
Industry Affiliates
| COUNTERPOINT FUNDS | Other investment adviser, including financial planners |
| JETT VENTURES, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| KOBRE HOLDINGS, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| KOUDSI, JOHN, CHARLES | Individual | – | CEO / CFO | 09/2010 | > 75% |
| HADZI-PAVLOVIC, ANDRE, PETER | Individual | – | CHIEF COMPLIANCE OFFICER | 03/2023 | < 5% |