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CORE INVESTMENT MANAGEMENT, LLC
CRD 166340
5000 BIRCH ST., STE. 3000, WEST TOWER, NEWPORT BEACH, CA, 92660-2140, United States
Phone
626-568-1031
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$22.4M
Discretionary AUM
$22.4M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 26 | $8.1M |
| High net worth individuals | 6 | $14.3M |
All web addresses on file
Official SEC filing: View on IAPD