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Building 2CORIENT

Map pinMIAMI, IL
Phone(305) 735-2020
NotebookSEC #801-124978
Total AUM
$165.3B
Employees
1,537
Clients
26,586

Firm filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 1 is a core regulatory form containing information about the firm’s advisory business, employees, clients, and other business activities.

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