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Products & Services
About Core Planning
This profile covers Core Planning, a company employing 21-50 people, reporting $1M-$5M in annual revenue, classified under Portfolio Management and Investment Advice, based in O Fallon, Missouri, United States and operating in Financial Services.
Its primary NAICS classification is 523940 (Portfolio Management and Investment Advice). Core Planning is one of 73,648 Financial companies listed in Missouri.
Business Contact Information
- Phone
- +1 (636) 7347507
- Website
- corepln.com
- facebook.com/coreplanning
- Address
- 706 N Main St, O Fallon, Missouri, 63366, United States
Industry & Classification
- Industry
- Financial
- Sector
- Finance
- Segment
- Financial Services
NAICS Codes
- 52Finance and Insurance
- 5239Other Financial Investment Activities
- 523940Portfolio Management and Investment Advice
SIC Codes
- 62Security And Commodity Brokers, Dealers, Exchanges, And Services
- 628Services Allied With The Exchange Of Securities
- 6282Investment Advice
Company Details
- Employees
- 25 (21-50)
- Annual Revenue
- $4.4M ($1M-$5M)
Core Planning: frequently asked questions
What does Core Planning do?
This profile covers Core Planning, a company employing 21-50 people, reporting $1M-$5M in annual revenue, classified under Portfolio Management and Investment Advice, based in O Fallon, Missouri, United States and operating in Financial Services.
Where is Core Planning located?
Core Planning is headquartered at 706 N Main St, O Fallon, Missouri, 63366, United States.
How many employees does Core Planning have?
Core Planning has about 25 employees (the 21-50 range).
What is Core Planning's annual revenue?
Core Planning's annual revenue is estimated at $4.4M (the $1M-$5M range).
What industry is Core Planning in?
Core Planning is in the Financial / Finance industry, and its primary NAICS code is 523940 (Portfolio Management and Investment Advice).
How can I contact Core Planning?
Its website is corepln.com and its phone number is +1 (636) 7347507.
What companies are similar to Core Planning?
Other large financial companies in Missouri include Cardinal Health Inc, Centene Corp, Louis Dreyfus Co and Rabobank.
Largest financial companies in Missouri
Largest companies in Missouri
Largest financial companies
Manufacturing sales in Missouri, 2026
In Missouri, Factur's 2026 study counted 29 manufacturing quotes worth $962K and 9 purchase orders over 12 months: 31% of quotes became orders, against 21% nationally. See the Missouri data.
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