C
CRD: 165246
Core Wealth Consultants, LLC
$42.8M Total AUM
$42.8M Disc. AUM
-- 3Y CAGR
1 Employees
87 ADV. Clients
13 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-01-2012
- Office Locations
- 2
Office Locations
213 S. Dillard ST Winter Garden FL
-- Winter Garden FL
About Core Wealth Consultants, LLC
Core Wealth Consultants, LLC is a Winter Garden-based RIA with 2 offices. The firm has been operating for 13 years. Managing $42.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
65 AVG AGE
$42.8M AVG AUM / ADVISOR
$491.5K AVG AUM / CLIENT
13.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
No keyword tags available.
Owner & Executives
TIMOTHY JOHN CLIFFORD
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #1061464
- Ownership
- 75% or more
Available
Available
Available
M
MARY ELLEN CLIFFORD
Financial Consultant, Managing Partner
- CRD
- --
- Ownership
- 10% but less than 25%
Available
Available
Available
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $42,759,640 | -- |
| Non-Discretionary | $0 | -- |
| Total | $42,759,640 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing