C
$146.1M Total AUM
$123.9M Disc. AUM
22.2% 3Y CAGR
3 Employees
333 ADV. Clients
6 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS ยท SEI
- Clients
- Retail
- Platforms
- Focus zenithPrime +more
- Established Date
- 04-27-2020
- Office Locations
- 1
Office Locations
1701 Chili Avenue Rochester NY
About Core Alpha, Inc.
Core Alpha Inc. is a New York-registered investment advisory firm in Rochester led by President Scott J. Zollo. The firm builds diversified, risk-aware portfolios for private wealth management clients and offers financial planning, tax preparation, and life and long-term care insurance support. Advisory services are provided only in states where the firm is appropriately registered or exempt.
Team overview
-- AVG AGE
$48.7M AVG AUM / ADVISOR
$438.6K AVG AUM / CLIENT
4.8 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Foundation Element
Custodian
Ridge Eagle momentum Frontier quantum Insight atlas Peak
Investment Themes
Peak oak Unison
Investment Vehicles
Insight harbor
Platform
Catalyst summit Alpha zenith
Services
Glacier Radial Pioneer Delta element Catalyst
Technology
Signal Eagle wave Summit pioneer
Owner & Executives
S
SCOTT JOHN ZOLLO
Chief Compliance Officer
- CRD
- #2172869
- Ownership
- 75% or more
(748) 322-2568
delta.ember@frontiercapital.com
in linkedin.com/in/value-signal
Showing 1 of 1 owners & executives
Unlock allContacts
R
Robert David Brown Jr.
--
- CRD
- #2623462
(253) 927-2255
signal.timber@atlascapital.com
in linkedin.com/in/crest-meridian
Sean Patrick Collins
--
- CRD
- #5010529
(587) 457-4487
legacy.vital@catalystcapital.com
in linkedin.com/in/eagle-ridge
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $123,850,105 | $162,961 |
| Non-Discretionary | $22,203,997 | $226,571 |
| Total | $146,054,102 | $170,226 |
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Separately Managed Accounts
Total SMA Asset: $146,054,102
Public Funds:
18.6% Cash:
25.3% Equity - Exchange:
56.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,471,648,860 | 18.6% |
| Cash | $2,001,758,933 | 25.3% |
| Equity - Exchange | $4,438,682,853 | 56.1% |
| Total | $7,912,090,646 | 100.0% |