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Home > Retirement Planners > florida > vero beach > CORRY CAPITAL ADVISORS, LLC
CORRY CAPITAL ADVISORS, LLC
3505 Ocean Drive
Vero Beach, Florida 32963
Tel: 412-741-2700
About CORRY CAPITAL ADVISORS, LLC
CORRY CAPITAL ADVISORS, LLC, formally registered with the SEC as CORRY CAPITAL ADVISORS, LLC. The firm was established in 03/19/2013. They have over 5 offices throughout the country.
CORRY CAPITAL ADVISORS, LLC is a Vero Beach, Florida based Financial Planning firm with nearly $2,191,364,346 assets under management, offering retirement planning & investment advisory services to 16 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 165403 |
| SEC# | 801-77749 |
| Assets Managed by Firm | $2,191,364,346 |
| No. of Clients | 16 |
| No. of Advisors | 10 |
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 | 16 | $2,191,364,346 |
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|---|---|---|---|
| $433,814,330,581 | 1070028 | 13966 | |
| $397,045,307,119 | 26 | 2932 | |
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| $118,191,936,095 | 97020 | 845 |
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