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CORE Investment Management, LLC Employee Directory

Financial ServicesFlorida, United States2-10 Employees

CORE Investment Management, LLC operates in the financial services sector, offering a committee-driven investment selection process that combines diverse expertise to develop dynamic strategies aimed at helping clients meet their financial goals. The firm emphasizes a tailored approach, working with clients to create investment plans that balance equity and income positions based on an in-depth review of each client’s financial situation. Advisory services are provided through Asset Management Financial Services, Inc., a Registered Investment Advisor. The company is based in Clearwater, Florida, and maintains a small professional team. Recent activity includes acquisitions in the asset and property space, reflecting ongoing investment activity in real estate assets.

Find CORE Investment Management, LLC employees' phone numbers or email addresses

CORE Investment Management, LLC Global Highlights

Location
Employees

North America
11

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  • United States Of America
    11

CORE Investment Management, LLC's Leadership

  • Stylized image of a person
    J. R.
    Vice President
    Mobile Phone
  • Stylized image of a person
    P. C.
    Managing Director
    Mobile Phone
  • Stylized image of a person
    D. S.
    Operations Manager
    Mobile Phone

CORE Investment Management, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from CORE Investment Management, LLC

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    J. R.
    Vice President
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    P. C.
    Managing Director
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    D. S.
    Operations Manager
    Mobile Phone
    Oct 22, 2024

Frequently Asked Questions

What is CORE Investment Management, LLC known for?

Minus sign iconPlus sign iconCORE Investment Management, LLC was founded in 2012 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-727-445-****
. Explore CORE Investment Management, LLC's company overview page for more information.

What is CORE Investment Management, LLC's most common email format?

Minus sign iconPlus sign iconCORE Investment Management, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more CORE Investment Management, LLC email formats with LeadIQ.

How many employees does CORE Investment Management, LLC have currently?

Minus sign iconPlus sign iconCORE Investment Management, LLC has approximately 5 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are CORE Investment Management, LLC's key employees and leadership?

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As of July 2026, CORE Investment Management, LLC's key employees include:

  • Vice President: J. R.
  • Managing Director: P. C.
  • Operations Manager: D. S.

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