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
Annika Cushnie (CRD# 5239291) is an Investment Advisor Representative working at Corient in Atlanta, GA and has over 17 years of experience in the finance industry.
Daniel Damond (CRD# 2791717) is an Investment Advisor Representative working at Corient in San Francisco, CA and has over 27 years of experience in the finance industry.
Matthew Day (CRD# 2322361) is an Investment Advisor Representative working at Corient in Seattle, WA and has over 14 years of experience in the finance industry.
Anne Delaney (CRD# 4570286) is an Investment Advisor Representative working at Corient in Seattle, WA and has over 14 years of experience in the finance industry.
Brandon Dempsey (CRD# 6684286) is an Investment Advisor Representative working at Corient in Columbus, OH and has over 5 years of experience in the finance industry.
Kristina Denton (CRD# 6199092) is an Investment Advisor Representative working at Corient in Miami, FL and has over 8 years of experience in the finance industry.
Michael Denton (CRD# 7061964) is an Investment Advisor Representative working at Corient in Miami, FL and has over 5 years of experience in the finance industry.
David Deschamps (CRD# 5176818) is an Investment Advisor Representative working at Corient in Miami, FL and has over 16 years of experience in the finance industry.
Tenley Desjardins (CRD# 6871800) is an Investment Advisor Representative working at Corient in Miami, FL and has over 6 years of experience in the finance industry.
Adrian Devoto (CRD# 5434454) is an Investment Advisor Representative working at Corient in Miami, FL and has over 16 years of experience in the finance industry.