DIRECTORY OF REGISTERED ADVISORS
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CORIENT
Tel: (305) 735-2020
830 Brickell Plaza Suite 4800
Miami, Florida 33131
CORIENT
CORIENT is a Miami, Florida based financial advisory firm with nearly $118,191,936,095 in assets under management and provides investment advisory services for 97020 clients. There are currently 845 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for pooled investment vehicles , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors , Publication of periodicals and newsletters , Security ratings or pricing services , Market timing services , Education seminars/workshops
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (% OF ASSETS UNDER ADVISEMEN
Firm CRD#:
319448
SEC#:
801-124978
No. of Clients:
97020
Assets under Management
$118,191,936,095
No. of Advisors:
845
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