Nexcore Financial Services, Incorporated (San Diego)

Name: Nexcore Financial Services, Incorporated
Address: 10509 Vista Sorrento Parkway, San Diego, CA, 92121
Telephone: 858-658-9800

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.

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. The adviser charges an additional fee when a set benchmark is outperformed. 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.