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).
Current Firm Details
Coraticum Asset Management, LLC
By the Numbers
-
Total Assets Under Management139MILLION
-
Total Number of Accounts6ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, OR, UT
Financial Advisors at Coraticum Asset Management, LLC
No Advisor Found.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.