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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-15-2019
- Office Locations
- 2
Office Locations
About Core Partners
Core Partners is a privately owned, fee-based advisory firm serving business owners and their families. The team provides comprehensive wealth management and custom planning that links business and personal wealth, informed by decades of business experience. Independent and not commission-driven, they build portfolios using public funds and ETFs and primarily custody assets at Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
LAWRENCE JOHN DOVE
Managing Member, Partner
- CRD
- #5660270
- Ownership
- 50% but less than 75%
RICHARD AARON PAUL GIRARD
Chief Compliance Officer, Managing Member, Partner
- CRD
- #5817518
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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TRISTEN O NEAL CLEVE
Financial Advisor
- CRD
- #5732190
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $43,636,442 | -- |
| Non-Discretionary | $1,547,446 | -- |
| Total | $45,183,888 | -- |
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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 |
| Total | Available | Available |
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