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
James Borovsky (CRD# 2595711) is an Investment Advisor Representative working at Corient in Miami, FL and has over 29 years of experience in the finance industry.
Robert Bortnick (CRD# 1335428) is an Investment Advisor Representative working at Corient in Boston, MA and has over 35 years of experience in the finance industry.
Shelli Bouillion (CRD# 2128644) is an Investment Advisor Representative working at Corient in Miami, FL and has over 30 years of experience in the finance industry.
Jeffrey Boyer (CRD# 5246815) is an Investment Advisor Representative working at Corient in Morristown, NJ and has over 17 years of experience in the finance industry.
Sonia Brinkman (CRD# 5404698) is an Investment Advisor Representative working at Corient in Columbus, OH and has over 9 years of experience in the finance industry.
Michael Brooks (CRD# 6781765) is an Investment Advisor Representative working at Corient in Miami, FL and has over 7 years of experience in the finance industry.
Matthew Broom (CRD# 7065483) is an Investment Advisor Representative working at Corient in Atlanta, GA and has over 6 years of experience in the finance industry.
Lisa Brown (CRD# 3266879) is an Investment Advisor Representative working at Corient in Atlanta, GA and has over 24 years of experience in the finance industry.
Michael Brown (CRD# 6093426) is an Investment Advisor Representative working at Corient in San Diego, CA and has 1 year of experience in the finance industry.
Charles Bryant (CRD# 1830538) is an Investment Advisor Representative working at Corient in Chicago, IL and has over 30 years of experience in the finance industry.