CRD: 166340
Core Investment Management, LLC
$22.4M Total AUM
$22.4M Disc. AUM
-- 3Y CAGR
1 Employees
32 ADV. Clients
13 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-04-2013
- Office Locations
- 1
Office Locations
5000 Birch St., Ste. 3000, West Tower Newport Beach CA
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.
Team overview
-- AVG AGE
$22.4M AVG AUM / ADVISOR
$698.5K AVG AUM / CLIENT
13.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
G
GREGORY WENDELL QUON
Financial Advisor, Managing Member - Cco
- CRD
- #2097215
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
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
Total SMA Asset: Available
Equity - Exchange:
Available Municipal Bonds:
Available Cash:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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