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
Brian Cloud (CRD# 5762919) is an Investment Advisor Representative working at Corient in Dallas, TX and has 1 year of experience in the finance industry.
Breanna Coffey (CRD# 6435310) is an Investment Advisor Representative working at Corient in Miami, FL and has over 5 years of experience in the finance industry.
Thomas Collar (CRD# 6068392) is an Investment Advisor Representative working at Corient in Miami, FL and has 1 year of experience in the finance industry.
Christopher Copps (CRD# 1112642) is an Investment Advisor Representative working at Corient in Newport Beach, CA and has over 41 years of experience in the finance industry.
Nathaniel Corbitt (CRD# 6086524) is an Investment Advisor Representative working at Corient in Atlanta, GA and has over 11 years of experience in the finance industry.
Alex Coriddi (CRD# 6353954) is an Investment Advisor Representative working at Corient in Morristown, NJ and has over 9 years of experience in the finance industry.
Kc Corkery (CRD# 5539929) is an Investment Advisor Representative working at Corient in Menlo Park, CA and has over 15 years of experience in the finance industry.
Nicholas Cosky (CRD# 5594728) is an Investment Advisor Representative working at Corient in Itasca, IL and has over 15 years of experience in the finance industry.
Brett Covert (CRD# 5411349) is an Investment Advisor Representative working at Corient in Miami, FL and has over 16 years of experience in the finance industry.
Jason Cross (CRD# 6286076) is an Investment Advisor Representative working at Corient in Fort Mill, SC and has over 10 years of experience in the finance industry.