CRD: 166340
Core Investment Management, LLC
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-04-2013
- Office Locations
- 1
Office Locations
About Core Investment Management, LLC
Core Investment Management, LLC is a Newport Beach-based RIA. The firm has been operating for 13 years. Managing $22.4M in total assets under management, with 1 advisory representatives.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 32 clients, or 32 clients per representative. That equates to $698.5K in reported AUM per client.
The profile lists 1 reported office location and 13 years in operation. The source data was last updated on March 20, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
GREGORY WENDELL QUON
Financial Advisor, Managing Member - Cco
- CRD
- #2097215
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,351,737 | -- |
| Non-Discretionary | $0 | -- |
| Total | $22,351,737 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Core Investment Management, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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