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Cora Capital Advisors
Marlton, New Jersey
Cora Capital Advisors, based out of Marlton, NJ, is a reputable local investment advisory firm that caters to a diverse clientele. With over 570 individual clients and an impressive $463,445,000 in assets under management, they have established themselves as a trusted partner in financial planning and wealth management.
Committed to delivering exceptional service, Cora Capital Advisors operates from two offices, providing convenient access and personalized attention to their clients. While they excel in managing discretionary assets, which account for a significant 93% of their portfolio, they also possess the expertise to handle...see more
Assets Under Mgmt
$463.44M
Investment Professionals
7
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Reviews for Cora Capital Advisors
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