Be advised. This firm is no longer registered.

Corient Capital Partners, LLC

Corient Capital Partners, LLC (CRD# 170920) is a financial advisory firm headquartered in Newport Beach, CA. They manage $4,987,338,100 in 4,695 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
500 Newport Center Drive, Suite 700, Newport Beach, CA 92660
http://www.corient.com
By the Numbers
  • Total Assets Under Management
    4,987
    MILLION
  • Total Number of Accounts
    4,695
    ACCOUNTS
  • Average Account Value
    $1,062,266
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, MA, MO, NH, TX, UT, VA

Financial Advisors at Corient Capital Partners, LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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