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Financial Advisor
Florida
Miami
CORIENT

CORIENT

Tel: (305) 735-2020 830 Brickell Plaza Suite 4800 Miami, Florida 33131

About 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
Firm CRD#:

319448

Firm SEC#:

801-124978

Assets Under Management:

$118,191,936,095

No. of Clients:

97020

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

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