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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-07-2003
- Office Locations
- 1
Office Locations
About KCS Advisors, LLC
Kore Financial Group (KCS Advisors, LLC) provides cohesive, centralized financial planning with tax-intelligent guidance for individuals, families, and businesses, including retirement, legacy/estate, and tax planning. The team blends wealth management with in-house CPA expertise, supporting portfolio construction and asset allocation with a strong ETF and fixed-income orientation, and custody via Fidelity/NFS.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
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Technology
Owner & Executives
MARK ERNEST LAVALLE
Principal
- CRD
- #2868631
- Ownership
- 50% but less than 75%
KEVIN CHARLES SOLES
Chief Compliance Officer, Managing Member, Senior Vice President
- CRD
- #1436345
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $89,506,350 | -- |
| Non-Discretionary | $0 | -- |
| Total | $89,506,350 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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