Core Financial: Detailed Company Information & Corporate Profile
Summary
Core Financial is headquartered in San Antonio, Texas, and operates as a promotion‑focused firm with a team of 10 to 50 professionals.
The company’s diverse staff includes owners Dave Menard and Kyle Bigler, an investment advisor representative, multiple mortgage loan originators, financial planners, advisors, agents, educators, and an auditor. Core Financial’s services span mortgage origination, investment advisory, financial planning, and education, supporting clients through various stages of their financial journeys.
With annual revenue ranging between $1 million and $10 million, the firm leverages its combined expertise to deliver tailored solutions in a competitive market.
| Phone Number | (210) 369-9991 |
| Industries | |
| Core Financial Headquarters Address | 1804 NE Loop 410 Ste. 215, San Antonio, Texas, 78217 US |
| Company Size | 10-50 employees |
| Estimated Annual Revenue | $1 - 10M |
| Updated: | 2026-10-21 |
Workforce Turnover
Length of Employment
Core Financial's workforce includes employees across a wide range of tenure levels.
8% have been with the company for 3 to 4 years17% have been with the company for 5 to 7 years75% have been with the company for more than 11 years
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Core Financial Corporate Information: FAQ
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