Core Financial
Core Financial is an SEC-registered wealth manager in El Segundo, CA with $301.7M assets under management (AUM, regulatory AUM), +6% over one year. See who owns Core Financial: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 155205, SEC 801-100415, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $301.7M (2026-03-30)
- Firm type
- Wealth Manager
- Location
- El Segundo, CA
- Employees
- 5
- Clients
- 125
- CRD
- 155205
- Ownership
- KOUDSI, JOHN, CHARLES; HADZI-PAVLOVIC, ANDRE, PETER
How much AUM does Core Financial have?
Core Financial reported $301.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Core Financial?
Disclosed owners and executives of Core Financial include KOUDSI, JOHN, CHARLES, HADZI-PAVLOVIC, ANDRE, PETER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.