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
Michael Dewitt (CRD# 4646371) is an Investment Advisor Representative working at Corient in Atlanta, GA and has 1 year of experience in the finance industry.
Anna Diaz (CRD# 4614564) is an Investment Advisor Representative working at Corient in San Diego, CA and has over 20 years of experience in the finance industry.
Anthony Dinverno (CRD# 6120644) is an Investment Advisor Representative working at Corient in Miami, FL and has 1 year of experience in the finance industry.
Lesley Draper (CRD# 3087089) is an Investment Advisor Representative working at Corient in Morristown, NJ and has over 25 years of experience in the finance industry.
Daniel Due (CRD# 2933018) is an Investment Advisor Representative working at Corient in Columbus, OH and has over 26 years of experience in the finance industry.
Jacob Erlendson (CRD# 6105292) is an Investment Advisor Representative working at Corient in San Diego, CA and has 1 year of experience in the finance industry.
Jennifer Eustance (CRD# 5036842) is an Investment Advisor Representative working at Corient in Boston, MA and has over 18 years of experience in the finance industry.
Thomas Farmer (CRD# 5232790) is an Investment Advisor Representative working at Corient in Charlotte, NC and has over 16 years of experience in the finance industry.
Kelly Feldmann (CRD# 6685343) is an Investment Advisor Representative working at Corient in San Diego, CA and has over 7 years of experience in the finance industry.
Joanna Fetter (CRD# 6288736) is an Investment Advisor Representative working at Corient in Miami, FL and has over 10 years of experience in the finance industry.