CORIENT IA LLC

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

About CORIENT IA LLC

CORIENT IA LLC, formally registered with the SEC as CORIENT IA LLC. The firm was established in 05/09/2023. They have over 11 offices throughout the country.

CORIENT IA LLC is a Miami, Florida based Financial Planning firm with nearly $4,597,756,883 assets under management, offering retirement planning & investment advisory services to 84 clients. The firm is staffed with 93 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	326262
SEC#	801-127886
Assets Managed by Firm	$4,597,756,883
No. of Clients	84
No. of Advisors	93

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	84	$4,597,756,883

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