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CORE ADVISORY GROUP

Tel: 803-324-5464
744 Arden Lane
Suite 175
Rock Hill, South Carolina  29732

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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

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

Firm CRD#:

306661

SEC#:

801-122934

No. of Clients:

1444

Assets under Management

$238,224,870

No. of Advisors:

11

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