CORE FINANCIAL PARTNERS INC.

CORE FINANCIAL PARTNERS INC. of EL SEGUNDO, CA is an SEC-registered investment adviser (CRD 155205). Regulatory assets under management: $301.7M.

Registration

• CRD: 155205
• SEC file number: 801-100415
• Type: Registered investment adviser
• Location: 222 N PACIFIC COAST HIGHWAY, STE 1900, EL SEGUNDO, CA, 90245
• Phone: 310-450-6004
• Latest filing: 2026-03-30
• Regulatory AUM: $301.7M
• Discretionary AUM: $113.6M
• Non-discretionary AUM: $188.1M
• Clients: 5
• Accounts: 568

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 155205 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search