Corient
Corient (CRD# 319448) is a financial advisory firm headquartered in Miami, FL. They manage $118,191,936,095 in 97,020 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management118,192MILLION
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Total Number of Accounts97,020ACCOUNTS
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Average Account Value$1,218,222
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Market timing services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Matthew Adams (CRD# 6000557) is an Investment Advisor Representative working at Corient in San Diego, CA and has 1 year of experience in the finance industry.
Todd Amacher (CRD# 5487056) is an Investment Advisor Representative working at Corient in Dallas, TX and has 1 year of experience in the finance industry.
Brent Anderson (CRD# 6451634) is an Investment Advisor Representative working at Corient in Dallas, TX and has 1 year of experience in the finance industry.
Samantha Anderson (CRD# 5504192) is an Investment Advisor Representative working at Corient in Columbus, OH and has 1 year of experience in the finance industry.
Aaron Armstrong (CRD# 5200946) is an Investment Advisor Representative working at Corient in Columbus, OH and has 1 year of experience in the finance industry.
Kory Bachman (CRD# 5451393) is an Investment Advisor Representative working at Corient in Birmingham, MI and has over 8 years of experience in the finance industry.
Jonathan Baker (CRD# 6648529) is an Investment Advisor Representative working at Corient in Miami, FL and has 1 year of experience in the finance industry.
William Beamer (CRD# 4536134) is an Investment Advisor Representative working at Corient in San Diego, CA and has over 22 years of experience in the finance industry.
Theodore Beebe (CRD# 6615858) is an Investment Advisor Representative working at Corient in San Francisco, CA and has over 7 years of experience in the finance industry.
Jason Beene (CRD# 4613477) is an Investment Advisor Representative working at Corient in Morristown, NJ and has over 21 years of experience in the finance industry.