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- Custodian
- Charles Schwab & Company · Fidelity/NFS · RBC · Royal Bank
- Clients
- Retail and Institutional
- Platforms
- Alpha timber
- Established Date
- 10-08-2010
- Office Locations
- 2
Office Locations
About Core Financial
CORE Financial advises small-to-middle market business owners and high-net-worth individuals with strategic planning and targeted asset management focused on tax mitigation and long-term wealth building. The firm applies a disciplined, macro-driven methodology to capitalize on market inefficiencies and constructs portfolios that can include private investment opportunities sourced through affiliate companies and trusted partnerships.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JOHN CHARLES KOUDSI
Chief Executive Officer, Chief Financial Officer, Manager, Managing Member, Partner
- CRD
- #2724676
- Ownership
- 75% or more
ANDRE PETER HADZI-PAVLOVIC
Chief Compliance Officer, Chief Operating Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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SAMUEL KUNZ
Chief Investment Officer
- CRD
- #2484313
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $113,580,427 | $382,426 |
| Non-Discretionary | $188,101,401 | $694,101 |
| Total | $301,681,828 | $531,130 |
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Separately Managed Accounts
Total SMA Asset: $301,681,828
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $625,877,053 | 13.0% |
| Public Funds | $1,415,445,027 | 29.4% |
| Equity - Exchange | $1,463,589,416 | 30.4% |
| Cash | $1,309,527,372 | 27.2% |
| Total | $4,814,438,868 | 100.0% |