CORE PLANNING, LLC
Legal name: CORE PLANNING
CRD #154660 SEC #801-131950 OFALLON, MO 636-734-7507
SEC Registered
Total AUM
$121.5M
Discretionary
$98.2M
Employees
32
Clients
51
Accounts
884
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $121.5M | $98.2M | $23.3M | 32 | 0 |
| Jun 2025 | $121.5M | $98.2M | $23.3M | 32 | 0 |
| Apr 2025 | $121.5M | $98.2M | $23.3M | 32 | 0 |
| Mar 2025 | $74.1M | $48.2M | $25.9M | 32 | 0 |
| Mar 2025 | $70.5M | $44.7M | $25.9M | 32 | 0 |
| Feb 2025 | $62.3M | $26.4M | $35.9M | 32 | 0 |
| Jan 2025 | $62.3M | $26.4M | $35.9M | 32 | 0 |
DateSep 2025
Total AUM$121.5M
Discretionary$98.2M
Non-Disc.$23.3M
Employees32
Clients0
DateJun 2025
Total AUM$121.5M
Discretionary$98.2M
Non-Disc.$23.3M
Employees32
Clients0
DateApr 2025
Total AUM$121.5M
Discretionary$98.2M
Non-Disc.$23.3M
Employees32
Clients0
DateMar 2025
Total AUM$74.1M
Discretionary$48.2M
Non-Disc.$25.9M
Employees32
Clients0
DateMar 2025
Total AUM$70.5M
Discretionary$44.7M
Non-Disc.$25.9M
Employees32
Clients0
DateFeb 2025
Total AUM$62.3M
Discretionary$26.4M
Non-Disc.$35.9M
Employees32
Clients0
DateJan 2025
Total AUM$62.3M
Discretionary$26.4M
Non-Disc.$35.9M
Employees32
Clients0