Nexcore Financial Services, Incorporated (San Diego)


Nexcore Financial Services, Incorporated is an adviser based in San Diego. It manages $12.6 million of regulatory assets for 182 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of California and Florida.

Logo

Nexcore Financial Services, Incorporated provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Nexcore Financial Services, Incorporated: assets under management

The assets under management (AUM) of Nexcore Financial Services, Incorporated is $12.6 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -53% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $12.6 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $69.24 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Nexcore Financial Services, Incorporated for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Nexcore Financial Services, Incorporated

Louis Joseph Petrancosta has been acting as President since 1 Oct 2005. Harold Vincent Dixon joined the executive team most recently as the Investment Adviser Representative.

Direct owners and executive officers



Name Entity Date acquired Ownership Employer ID
Dennis Ernest Beeby Secretary/treasurer/chief compliance officer 1 Nov 2004 25% - 50% 1879834
Jay Sheldon Potter Ceo and chairman 1 Nov 2004 25% - 50% 1585351
Michael John Mcintyre Director, asset management 1 Nov 2004 Other 1186395
Peter Mark Stern Shareholder 1 Nov 2004 Other 1879051
Louis Joseph Petrancosta President 1 Oct 2005 Other 703615
Glenn Anthony Cunningham Director, asset management 1 Feb 2006 Other 2976530
Robert Joseph O'carroll Director, asset management 1 Feb 2006 Other 2170060
William Virgil Scott Director, asset management 1 Feb 2006 Other 2219829
Harold Vincent Dixon Investment adviser representative 1 Dec 2007 Other 1477796

Based in San Diego

The principal office where Nexcore Financial Services, Incorporated performs its advisory services is located at 10509 Vista Sorrento Parkway, San Diego, CA 92121, 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 858-658-9800 or by fax 858-658-9809. The normal business hours are 9:00 a.m.-5:00 p.m. pst on Monday - Friday. You can find more information about the New York firm at www.nexcorecapital.com.