CORETACTIC STRATEGIES

CORETACTIC STRATEGIES of EVERGREEN, CO is an SEC-registered investment adviser (CRD 289567). Regulatory assets under management: $121.0M.

Registration

• CRD: 289567
• SEC file number: 801-131175
• Type: Registered investment adviser
• Location: 32186 CASTLE COURT, 3RD FLOOR, EVERGREEN, CO, 80439
• Phone: (888) 998-3254
• Latest filing: 2025-04-29
• Regulatory AUM: $121.0M
• Discretionary AUM: $119.0M
• Non-discretionary AUM: $2.0M
• Clients: 2
• Accounts: 938

Business model

Compensation: % of AUM, Hourly, Fixed.

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

Officers, owners & control persons (2)

Branch offices (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 289567 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search