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
Daniel Bensema (CRD# 7077193) is an Investment Advisor Representative working at Corient in Miami, FL and has over 4 years of experience in the finance industry.
Craige Bertero (CRD# 2513842) is an Investment Advisor Representative working at Corient in San Francisco, CA and has over 28 years of experience in the finance industry.
Barbara Bilello (CRD# 2692506) is an Investment Advisor Representative working at Corient in Miami, FL and has over 25 years of experience in the finance industry.
Bryan Blades (CRD# 4816337) is an Investment Advisor Representative working at Corient in Wayne, PA and has over 19 years of experience in the finance industry.
Jeffrey Bluestein (CRD# 4116633) is an Investment Advisor Representative working at Corient in New York, NY and has over 13 years of experience in the finance industry.
Robert Bluestein (CRD# 24096) is an Investment Advisor Representative working at Corient in Birmingham, MI and has over 39 years of experience in the finance industry.
Eric Bodner (CRD# 1384178) is an Investment Advisor Representative working at Corient in Miami, FL and has over 38 years of experience in the finance industry.
Jessica Boghetich (CRD# 6464719) is an Investment Advisor Representative working at Corient in Dallas, TX and has 1 year of experience in the finance industry.
Christopher Boland (CRD# 5791671) is an Investment Advisor Representative working at Corient in Atlanta, GA and has 1 year of experience in the finance industry.
Gregory Bone (CRD# 2852444) is an Investment Advisor Representative working at Corient in Dallas, TX and has over 26 years of experience in the finance industry.