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
Ryan Fletcher (CRD# 4428680) is an Investment Advisor Representative working at Corient in Houston, TX and has over 12 years of experience in the finance industry.
Matthew Foltz (CRD# 6611605) is an Investment Advisor Representative working at Corient in Miami, FL and has over 7 years of experience in the finance industry.
Samuel Frankfort (CRD# 2773755) is an Investment Advisor Representative working at Corient in Houston, TX and has over 25 years of experience in the finance industry.
Scott Frazin (CRD# 6675466) is an Investment Advisor Representative working at Corient in Miami, FL and has 1 year of experience in the finance industry.
Herman Freitag (CRD# 5620623) is an Investment Advisor Representative working at Corient in Miami, FL and has over 9 years of experience in the finance industry.
Ryan Garland (CRD# 6957554) is an Investment Advisor Representative working at Corient in Columbus, OH and has 1 year of experience in the finance industry.
Daniel Garza De La Pena (CRD# 7091065) is an Investment Advisor Representative working at Corient in Miami, FL and has over 5 years of experience in the finance industry.
Tyler Gaspard (CRD# 5618492) is an Investment Advisor Representative working at Corient in Miami, FL and has 1 year of experience in the finance industry.
Sanjay George (CRD# 6441620) is an Investment Advisor Representative working at Corient in Houston, TX and has over 8 years of experience in the finance industry.
Drew Gibbons (CRD# 4711117) is an Investment Advisor Representative working at Corient in Miami, FL and has over 20 years of experience in the finance industry.