CORE FINANCIAL PARTNERS INC.
Legal name: CORE FINANCIAL
CRD #155205 SEC #801-100415 EL SEGUNDO, CA 310-450-6004
SEC Registered
Total AUM
$284.6M
Discretionary
$98M
Employees
5
Clients
51
Accounts
594
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $284.6M | $98M | $186.6M | 5 | 0 |
| Apr 2024 | $254M | $90M | $164.1M | 6 | 0 |
| Mar 2024 | $254M | $90M | $164.1M | 6 | 0 |
| Dec 2023 | $230.1M | $82.8M | $147.3M | 6 | 0 |
| Apr 2023 | $230.1M | $82.8M | $147.3M | 6 | 0 |
| Mar 2022 | $227.5M | $223.7M | $3.8M | 5 | 0 |
| Nov 2021 | $215.1M | $214.7M | $389K | 5 | 0 |
| Jun 2021 | $215.1M | $214.7M | $389K | 5 | 0 |
| Apr 2021 | $215.1M | $214.7M | $389K | 5 | 0 |
| Dec 2020 | $222.8M | $222.8M | $0 | 6 | 0 |
| Jun 2020 | $222.8M | $222.8M | $0 | 6 | 0 |
| May 2020 | $222.8M | $222.8M | $0 | 6 | 0 |
| Mar 2019 | $212.9M | $212.5M | $363K | 7 | 0 |
| Mar 2018 | $167.4M | $167.4M | $0 | 7 | 0 |
| Mar 2017 | $146.3M | $146.3M | $0 | 5 | 200 |
| Nov 2016 | $140.8M | $140.8M | $0 | 5 | 200 |
| Mar 2016 | $140.8M | $140.8M | $0 | 5 | 200 |
| Jul 2015 | $134.2M | $134.2M | $0 | 6 | 300 |
| Jun 2015 | $134.2M | $134.2M | $0 | 6 | 300 |
| May 2012 | $60M | $60M | $0 | 1 | 200 |
| May 2012 | $60M | $60M | $0 | 1 | 200 |
| Mar 2012 | $60M | $60M | $0 | 1 | 200 |
| Mar 2012 | $60M | $60M | $0 | 1 | 200 |
| Jul 2011 | $39.8M | $39.8M | $0 | 5 | -- |
| Oct 2010 | $0 | $0 | $0 | 5 | -- |
| Sep 2010 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$284.6M
Discretionary$98M
Non-Disc.$186.6M
Employees5
Clients0
DateApr 2024
Total AUM$254M
Discretionary$90M
Non-Disc.$164.1M
Employees6
Clients0
DateMar 2024
Total AUM$254M
Discretionary$90M
Non-Disc.$164.1M
Employees6
Clients0
DateDec 2023
Total AUM$230.1M
Discretionary$82.8M
Non-Disc.$147.3M
Employees6
Clients0
DateApr 2023
Total AUM$230.1M
Discretionary$82.8M
Non-Disc.$147.3M
Employees6
Clients0
DateMar 2022
Total AUM$227.5M
Discretionary$223.7M
Non-Disc.$3.8M
Employees5
Clients0
DateNov 2021
Total AUM$215.1M
Discretionary$214.7M
Non-Disc.$389K
Employees5
Clients0
DateJun 2021
Total AUM$215.1M
Discretionary$214.7M
Non-Disc.$389K
Employees5
Clients0
DateApr 2021
Total AUM$215.1M
Discretionary$214.7M
Non-Disc.$389K
Employees5
Clients0
DateDec 2020
Total AUM$222.8M
Discretionary$222.8M
Non-Disc.$0
Employees6
Clients0
DateJun 2020
Total AUM$222.8M
Discretionary$222.8M
Non-Disc.$0
Employees6
Clients0
DateMay 2020
Total AUM$222.8M
Discretionary$222.8M
Non-Disc.$0
Employees6
Clients0
DateMar 2019
Total AUM$212.9M
Discretionary$212.5M
Non-Disc.$363K
Employees7
Clients0
DateMar 2018
Total AUM$167.4M
Discretionary$167.4M
Non-Disc.$0
Employees7
Clients0
DateMar 2017
Total AUM$146.3M
Discretionary$146.3M
Non-Disc.$0
Employees5
Clients200
DateNov 2016
Total AUM$140.8M
Discretionary$140.8M
Non-Disc.$0
Employees5
Clients200
DateMar 2016
Total AUM$140.8M
Discretionary$140.8M
Non-Disc.$0
Employees5
Clients200
DateJul 2015
Total AUM$134.2M
Discretionary$134.2M
Non-Disc.$0
Employees6
Clients300
DateJun 2015
Total AUM$134.2M
Discretionary$134.2M
Non-Disc.$0
Employees6
Clients300
DateMay 2012
Total AUM$60M
Discretionary$60M
Non-Disc.$0
Employees1
Clients200
DateMay 2012
Total AUM$60M
Discretionary$60M
Non-Disc.$0
Employees1
Clients200
DateMar 2012
Total AUM$60M
Discretionary$60M
Non-Disc.$0
Employees1
Clients200
DateMar 2012
Total AUM$60M
Discretionary$60M
Non-Disc.$0
Employees1
Clients200
DateJul 2011
Total AUM$39.8M
Discretionary$39.8M
Non-Disc.$0
Employees5
Clients--
DateOct 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateSep 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--