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- Custodian
- Assetmark · LPL Financial · SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-23-2020
- Office Locations
- 4
Office Locations
About Core Advisory Group
Core Advisory Group is an RIA serving business owners and other retail and institutional clients with financial and investment planning, portfolio construction, retirement plan guidance, and tax and estate planning, alongside insurance solutions. The firm builds asset-allocation portfolios using active and index mutual funds and ETFs, including emerging-markets exposure, and offers model wealth portfolios. Custody/platform includes LPL Financial; planning workflows use eMoney.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
WILLIAM MERRITT KING II
Chief Operations Officer, Owner
- CRD
- #5945182
- Ownership
- 50% but less than 75%
MEREDITH LEE STROSSER
Chief Compliance Officer, Owner
- CRD
- #5894188
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Catherine Victoria Fisher
--
- CRD
- #7618154
JOSEPH ANGELO GIORDANO
Financial Advisor
- CRD
- #6703896
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $338,381,991 | $186,026 |
| Non-Discretionary | $0 | -- |
| Total | $338,381,991 | $186,026 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
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