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CORE WEALTH ADVISORS, INC.
Tel: 863-904-4745
124 South Florida Avenue 4th Floor
Lakeland, Florida 33801
CORE WEALTH ADVISORS, INC.
CORE WEALTH ADVISORS, INC. is a Lakeland, Florida based financial advisory firm with nearly $506,426,918 in assets under management and provides investment advisory services for 936 clients. There are currently 10 financial advisors at the firm.
General Information
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
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
174386
SEC#:
801-81079
No. of Clients:
936
Assets under Management
$506,426,918
No. of Advisors:
10
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