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
Zachary Herlick (CRD# 5292030) is an Investment Advisor Representative working at Corient in Menlo Park, CA and has over 17 years of experience in the finance industry.
Nestor Hernandez Rivera (CRD# 6526586) is an Investment Advisor Representative working at Corient in San Antonio, TX and has over 8 years of experience in the finance industry.
Krista Hinton (CRD# 6448136) is an Investment Advisor Representative working at Corient in Dallas, TX and has 1 year of experience in the finance industry.
Duane Hirsch (CRD# 2113314) is an Investment Advisor Representative working at Corient in Houston, TX and has over 31 years of experience in the finance industry.
Jonathan Hochberg (CRD# 3108476) is an Investment Advisor Representative working at Corient in New York, NY and has over 24 years of experience in the finance industry.
Austin Hoggan (CRD# 5437470) is an Investment Advisor Representative working at Corient in Wayne, PA and has over 15 years of experience in the finance industry.
Matthew Holden (CRD# 6408560) is an Investment Advisor Representative working at Corient in Miami, FL and has over 7 years of experience in the finance industry.
Yonghui Huang (CRD# 6287904) is an Investment Advisor Representative working at Corient in Miami, FL and has over 7 years of experience in the finance industry.
Jeremy Hudson (CRD# 4337271) is an Investment Advisor Representative working at Corient in Dallas, TX and has over 23 years of experience in the finance industry.
Carmen Iamandii (CRD# 6711237) is an Investment Advisor Representative working at Corient in Seattle, WA and has over 6 years of experience in the finance industry.