RIA Intel›Advisers›California›CORE FINANCIAL PARTNERS INC.

CORE FINANCIAL PARTNERS INC.

Advisory

N·EL SEGUNDO, CA

Data as of Mar 30, 2026 · Source: SEC Form ADV

Total AUM

$302M

1-Year AUM Growth

+10.4%

3-Year CAGR

+5.6%

Employees

2

Assets Under Management

Total AUM$302M

Discretionary AUM$114M

Non-Discretionary AUM$188M

Discretionary %37.6%

Total Clients142

Team

Total Employees2

Investment Advisers5

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record27

First FilingSep 20, 2010

Latest FilingMar 30, 2026

🔒 Full AUM trend chart and 27 historical filings spanning 16+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on CORE FINANCIAL PARTNERS INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.