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
James Gilloran (CRD# 6337453) is an Investment Advisor Representative working at Corient in Boston, MA and has over 10 years of experience in the finance industry.
Leslie Girote (CRD# 6674572) is an Investment Advisor Representative working at Corient in Miami, FL and has over 7 years of experience in the finance industry.
Nolan Gladieux (CRD# 6860758) is an Investment Advisor Representative working at Corient in Columbus, OH and has over 6 years of experience in the finance industry.
Joseph Glossberg (CRD# 2515513) is an Investment Advisor Representative working at Corient in Miami, FL and has over 29 years of experience in the finance industry.
Charles Gofen (CRD# 2573514) is an Investment Advisor Representative working at Corient in Miami, FL and has over 29 years of experience in the finance industry.
Jeffrey Gohsler (CRD# 6105296) is an Investment Advisor Representative working at Corient in San Diego, CA and has 1 year of experience in the finance industry.
Adam Goldenberg (CRD# 4447619) is an Investment Advisor Representative working at Corient in Dallas, TX and has over 19 years of experience in the finance industry.
Mark Goodman (CRD# 4359024) is an Investment Advisor Representative working at Corient in Miami, FL and has 1 year of experience in the finance industry.
Mark Griege (CRD# 1552428) is an Investment Advisor Representative working at Corient in Dallas, TX and has over 35 years of experience in the finance industry.
Jun Gu (CRD# 5853384) is an Investment Advisor Representative working at Corient in Houston, TX and has over 9 years of experience in the finance industry.