ProCore Advisors, LLC

EST. AUM
$143,665,154

CONTACTS
4

CLIENT ACCOUNTS
467

Firm Details

Metro area Los Angeles
CRD Number 289037
Website hicokfinancial.com
Client types

Overview

ProCore Advisors, LLC is a California-based registered investment advisory firm that offers a broad range of financial services including portfolio management, investment consulting, and financial planning. The firm serves a diverse clientele, such as individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. As of the end of 2023, ProCore Advisors managed approximately $92.6 million in client assets, all on a discretionary basis.

Platform Details

Investment Preferences

Alternative Activity