CORIENT

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

About CORIENT

CORIENT, formally registered with the SEC as CORIENT. The firm was established in 05/12/2022. They have over 40 offices throughout the country.

CORIENT is a Miami, Florida based Financial Planning firm with nearly $118,191,936,095 assets under management, offering retirement planning & investment advisory services to 97020 clients. The firm is staffed with 845 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	319448
SEC#	801-124978
Assets Managed by Firm	$118,191,936,095
No. of Clients	97020
No. of Advisors	845

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based
Other (% OF ASSETS UNDER ADVISEMENT)

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

Firm Client Information

	No. of Clients	AUM
Firm Total	97020	$118,191,936,095
Individuals (other than high net worth individuals)	10581	$7,691,371,723
High net worth individuals	16961	$98,156,444,633
Pension and profit sharing plans	351	$1,516,209,837
Charitable organizations	651	$4,606,511,915
Other investment advisers	7	$238,541,203
Corporations or other businesses	715	$4,185,910,853

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