Coraticum Asset Management, LLC

Coraticum Asset Management, LLC (CRD# 145551) is a financial advisory firm headquartered in Midvale, UT. They manage $138,791,041 in 6 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    139
    MILLION
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $23,131,840
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, OR, UT

Financial Advisors at Coraticum Asset Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jennifer A. Johnson
CRD#: 5440558
6770 South 900 East, Suite 302, Midvale, UT 84047
90
Wealthminder
score

Jennifer Johnson (CRD# 5440558) is an Investment Advisor Representative working at Coraticum Asset Management, LLC in Midvale, UT and has 1 year of experience in the finance industry.

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