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Kore Private Wealth, LLC
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Overview Share
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New York, New York
$3.6 billion AUM
1 office

Kore Private Wealth, LLC is based in New York, New York and has $3.6 billion in assets under management.

Location
330 Madison Avenue
29th Floor
New York, NY 10017
$3.6 billion
AUM
17
Employees
AUM Share
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$3,571,188,631
Assets under management
3,047 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 27 $9,054,492 0% $335,352
High net worth individuals 604 $3,052,671,205 85% $5,054,091
Pooled investment vehicles 1 $18,590,672 1% $18,590,672
Pension and profit sharing plans 70 $41,760,056 1% $596,572
Charitable organizations 22 $176,900,131 5% $8,040,915
Insurance companies Fewer than 5 clients $4,509,096
Other corporations or businesses 106 $267,702,979 7% $2,525,500
Employees Share
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17
Employees
9
Investment analysts
53% of total employees
AUM per employee Share
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$3,571,188,631
Assets under management
$210,069,919
AUM per employee
$396,798,737
AUM per investment analyst
About Share
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Compensation

Kore Private Wealth, LLC makes money through the following ways:

  • Percentage of AUM
  • Fixed fees
Services offered

Kore Private Wealth, LLC provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
Firm data Share
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CRD number 294,547
SEC number 801-113082
Legal structure Limited Liability Company
Legal governance Delaware, United States
Latest ADV filing date March 30, 2020

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