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Gregory James Walters

CORIENT CAPITAL PARTNERS, LLC·NEWPORT BEACH, California
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500 NEWPORT CENTER DRIVE, NEWPORT BEACH, CA 92660CRD# 4984359Firm CRD# 170920
01

About

Gregory James Walters is a registered financial advisor based in NEWPORT BEACH, California, affiliated with CORIENT CAPITAL PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CORIENT CAPITAL PARTNERS, LLC
CORIENT CAPITAL PARTNERS, LLC
AUM
$5.0B
Regulatory assets under management
Employees
29
Total firm employees
View all advisors at CORIENT CAPITAL PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 4984359
Firm CRD# 170920
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Gregory James Walters offer?
Gregory James Walters specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NEWPORT BEACH, California for a consultation.
What are Gregory James Walters's credentials?
Gregory James Walters is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gregory James Walters located?
Gregory James Walters is based in NEWPORT BEACH, California, working with CORIENT CAPITAL PARTNERS, LLC. Their office serves clients in the NEWPORT BEACH metropolitan area and surrounding communities.
How does Gregory James Walters charge for services?
Gregory James Walters's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CORIENT CAPITAL PARTNERS, LLC?
CORIENT CAPITAL PARTNERS, LLC has approximately 29 employees and manages $5.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CORIENT CAPITAL PARTNERS, LLC

Darren Lee Henderson
NEWPORT BEACH, CA
Dheeraj Sultanian
NEWPORT BEACH, CA
Gordon Hassenplug
NEWPORT BEACH, CA
Alexander Farnum Stimpson
NEWPORT BEACH, CA
Michael Randall Phelps
NEWPORT BEACH, CA
Christopher Alden Copps
NEWPORT BEACH, CA

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Research
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