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- Custodian
- Charles Schwab & Company · LPL Financial
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-09-2018
- Office Locations
- 1
Office Locations
About Coretegic Capital, LLC
CoreTegic Capital Wealth Management is a fee-only, fiduciary RIA in Arlington, VA serving Northern Virginia individuals and families age 55+ with retirement income planning (pension and Social Security optimization), comprehensive financial planning, and ongoing investment management with integrated tax planning. Portfolios are tailored to client risk preferences and often use funds and ETFs. Led by founder Anthony T. Reynolds, CFP®, ChFC® (XY Planning Network/NAPFA).
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Owner & Executives
ANTHONY THOMAS REYNOLDS
Certified Financial Planner, Owner
- CRD
- #6064600
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,125,290 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,125,290 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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