Loancore Advisors, LLC (Greenwich)
Loancore Advisors, LLC is an adviser based in Greenwich. It manages $2 of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdiction of Connecticut.
Loancore Advisors provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Loancore Advisors: assets under management
The assets under management (AUM) of Loancore Advisors, LLC is $2, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Loancore Advisors, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Careers at Loancore Advisors, LLC
Jordan Joseph Bock has served as the Chief Investment Officer since 1 Oct 2012. Charles James Daly joined the executive team most recently as the Chief Compliance Officer.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 2 indirect owners.Based in Greenwich
The principal office where Loancore Advisors, LLC performs its advisory services is located at 55 Railroad Avenue, Greenwich, CT 06830, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 203-861-6000 or by fax 203-861-6006. The normal business hours are 9am-5pm on Monday - Friday.
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