Sign in
Create a free account
CORIENT
MIAMI, IL
(305) 735-2020
SEC #801-124978Total AUM
$165.3B
Employees
1,537Clients
26,586Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
830 BRICKELL PLAZA
SUITE 4800
MIAMI
IL 33131
United States
SUITE 4800
MIAMI
IL 33131
United States
Operating Hours
9 A.M. - 5 P.M. EST
Monday - Friday
Monday - Friday
Phone
(305) 735-2020
Other Offices
36
Financials
Total AUM
$165.3B
Accounts
113,752Discretionary
$148B
Accounts
104,460Non-Discretionary
$17.2B
Accounts
9,292
Clients
Individual Clients
6,392AUM
$2.7B
HNW Individual Clients
19,571AUM
$155B
Banking Clients
1AUM
$1M
Investment Company Clients
7AUM
$73.8M
Pension/Profit Sharing Plan Clients
97AUM
$1.2B
Charitable Organization Clients
311AUM
$3.5B
Investment Advisor Clients
4AUM
$244.8M
Insurance Company Clients
3AUM
$86M
Corporation or Business Clients
164AUM
$2.2B
Other Clients
36AUM
$284.6M
Description of Other Clients
OTHER TRUSTS AND PPLI
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementMarket TimingPension ConsultingPooled Vehicle Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
% OF ASSETS UNDER ADVISEMENT
Compliance
Disclosures
SRO Discipline/Expulsion/Suspension
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV
Affiliates
Affiliates
Reported 12 business affiliates.
Claimed Affiliates
Reported as an affiliate by 37 other businesses.