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).
-
Total Assets Under Management118,192MILLION
-
Total Number of Accounts97,020ACCOUNTS
-
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
Brendan Manna (CRD# 6570069) is an Investment Advisor Representative working at Corient in Denver, CO and has over 6 years of experience in the finance industry.
Gary Marcinick (CRD# 1491891) is an Investment Advisor Representative working at Corient in Columbus, OH and has over 34 years of experience in the finance industry.
Ruben Margolis (CRD# 6111903) is an Investment Advisor Representative working at Corient in Mexico City, and has over 5 years of experience in the finance industry.
William Marks (CRD# 6156155) is an Investment Advisor Representative working at Corient in Miami, FL and has over 11 years of experience in the finance industry.
Matthew Masterson (CRD# 5544558) is an Investment Advisor Representative working at Corient in Miami, FL and has 1 year of experience in the finance industry.
Michael Mattise (CRD# 1581240) is an Investment Advisor Representative working at Corient in Wayne, PA and has over 37 years of experience in the finance industry.
Laura Maxfield (CRD# 5148970) is an Investment Advisor Representative working at Corient in Dallas, TX and has over 15 years of experience in the finance industry.
Kenneth McClanahan (CRD# 1349995) is an Investment Advisor Representative working at Corient in Dallas, TX and has over 39 years of experience in the finance industry.
Chad McDonnell (CRD# 2990735) is an Investment Advisor Representative working at Corient in Denver, CO and has over 26 years of experience in the finance industry.
John McGill (CRD# 4817103) is an Investment Advisor Representative working at Corient in Charlotte, NC and has over 20 years of experience in the finance industry.