JM
John N. Mayberry
CORE ASSET MANAGEMENT COMPANY
Sausalito, CA 94966
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CRD#: 4380338
JM
Professional summary
John Norman Mayberry is a registered financial advisor currently at CORE ASSET MANAGEMENT COMPANY located in Sausalito, California.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. John has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
I am a minority owner of Gaiius Valerius Catullus LLC, a Delaware LLC ("Catullus"). It owns five houses and has a securities portfolio. My wife and I live in one of the houses; our daughters each live in another with their families. Catullus rents the other two houses. My wife, Francesca Kress, the majority owner of Catullus, manages the real estate business. I manage the securities portfolio. The address of Catullus is 179 Bellvale Lakes Road, Warwick, NY 10990. My wife and I formed Catullus in 1989, when it was a Delaware limited partnership. I spend about five hours a month on Investment activities, most of which are during securities trading hours. I am also the majority owner of the Mayberry Group, Inc., a California corporation ("MGI"). MGI is a holding company that owns 100% of the stock of Core Asset Management Company (CORE). It was formed in September 1986. It has no activities other than owning Core. I spend only a few hours per year dealing with MGI, dealing with corporate formalities, and its tax return.
CRS (Client Relationship Summary) - RIA
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Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 22, 2012 - Present
CORE ASSET MANAGEMENT COMPANY
Office #1: 15 Issaquah Dock 15, Sausalito, CA 94966RIA
CRD#: 110463
Sausalito, CA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(6/22/2012)
IAR
Louisiana(6/22/2012)
Current Firm
CA
CORE ASSET MANAGEMENT COMPANY
CORE ASSET MANAGEMENT CO | CORE ASSET MANAGEMENT COMPANY
CRD#: 110463 / SEC#: 801-15480
RIA
Registered Investment Advisory firm - (7/31/2012 Terminated)California
Registered Investment Advisory firm - (6/27/2012 Approved)Louisiana
Registered Investment Advisory firm - (6/28/2012 Approved)Texas
Registered Investment Advisory firm - (6/6/2002 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
15 Issaquah Dock 15, Sausalito, CA 94966
Mailing Address
Po Box 866, Sausalito, CA 94966
Phone number
(415) 332-2000
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 106 |
| AUM (Assets Under Management) | $ 37,362,045 |
Red Flags
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Company Information
CORE ASSET MANAGEMENT COMPANY
CRD#: 110463Sausalito, CA 94966TRUST BUT VERIFY
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