CVFG LLC
Legal name: COREVISION FINANCIAL GROUP
CRD #325310 SEC #801-127739 SHELBYVILLE, IN 317-398-8200
SEC Registered
Total AUM
$352.3M
Discretionary
$352.3M
Employees
11
Clients
101
Accounts
1,082
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $352.3M | $352.3M | $0 | 11 | 0 |
| Jan 2024 | $298.1M | $298.1M | $0 | 11 | 0 |
| Aug 2023 | $274.4M | $274.4M | $0 | 11 | 0 |
| Mar 2023 | $0 | $0 | $0 | 11 | 0 |
DateJan 2025
Total AUM$352.3M
Discretionary$352.3M
Non-Disc.$0
Employees11
Clients0
DateJan 2024
Total AUM$298.1M
Discretionary$298.1M
Non-Disc.$0
Employees11
Clients0
DateAug 2023
Total AUM$274.4M
Discretionary$274.4M
Non-Disc.$0
Employees11
Clients0
DateMar 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees11
Clients0