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CORE WEALTH PARTNERS LLC

Tel: (707) 568-2400
576 B Street
Suite 2g
Santa Rosa, California  95401

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CORE WEALTH PARTNERS LLC

CORE WEALTH PARTNERS LLC is a Santa Rosa, California based financial advisory firm with nearly $283,966,935 in assets under management and provides investment advisory services for 748 clients. There are currently 4 financial advisors at the firm.

General Information

Advisory Services Provided:

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

Fee Structure:

A percentage of AUM

Firm CRD#:

322365

SEC#:

801-126601

No. of Clients:

748

Assets under Management

$283,966,935

No. of Advisors:

4

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