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
John Kauth (CRD# 1648865) is an Investment Advisor Representative working at Corient in San Antonio, TX and has over 36 years of experience in the finance industry.
Brian Kazanchy (CRD# 5118429) is an Investment Advisor Representative working at Corient in Morristown, NJ and has over 22 years of experience in the finance industry.
Alexandra Keelty (CRD# 6434097) is an Investment Advisor Representative working at Corient in Miami, FL and has over 7 years of experience in the finance industry.
Alexander Keller (CRD# 5566828) is an Investment Advisor Representative working at Corient in Boston, MA and has over 14 years of experience in the finance industry.
Nicholas Kerger (CRD# 6134024) is an Investment Advisor Representative working at Corient in Miami, FL and has over 7 years of experience in the finance industry.
Scott Kidwell (CRD# 4293796) is an Investment Advisor Representative working at Corient in Columbus, OH and has 1 year of experience in the finance industry.
James King (CRD# 5882444) is an Investment Advisor Representative working at Corient in Itasca, IL and has 1 year of experience in the finance industry.
Jeremy Kisner (CRD# 2052115) is an Investment Advisor Representative working at Corient in Phoenix, AZ and has over 18 years of experience in the finance industry.
Michael Kline (CRD# 3157623) is an Investment Advisor Representative working at Corient in Columbus, OH and has 1 year of experience in the finance industry.
Dilan Kluge (CRD# 6676122) is an Investment Advisor Representative working at Corient in Miami, FL and has over 7 years of experience in the finance industry.