Procore Advisors, LLC
Procore Advisors, LLC is an SEC-registered mass-market adviser in Newport Beach, CA with $143.7M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Procore Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 289037, SEC 801-132902, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $143.7M (2026-03-27)
- Firm type
- Mass-Market Adviser
- Location
- Newport Beach, CA
- Employees
- 3
- Clients
- 231
- CRD
- 289037
- Ownership
- WARD, BRYAN, DAVID; AGUILAR, MARK, ANTHONY; WARD-AGUILAR, KEYTHE, ELIZABETH
How much AUM does Procore Advisors, LLC have?
Procore Advisors, LLC reported $143.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Procore Advisors, LLC?
Disclosed owners and executives of Procore Advisors, LLC include WARD, BRYAN, DAVID, AGUILAR, MARK, ANTHONY, WARD-AGUILAR, KEYTHE, ELIZABETH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.