Investment adviser · CRD 157758

CORE INVESTMENT MANAGEMENT

Investment adviser filing (IA)

SAN DIEGO, CA, United States · Form ADV filed Jun 22, 2012

Regulatory AUM
$55M
Form ADV · Item 5.F
Client accounts
160
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jun 22, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management

Compensation

Percentage of assets · Hourly · Performance-based

Principal office

402 WEST BROADWAY, SUITE 400
SAN DIEGO, CA, 92101, United States

CRD 157758

Filing source

Form ADV 652811 · Jun 22, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.