AdvisorOS Directory
Claim Profile
Unclaimed Profile
BR

Brian D Rath

LORIENT CAPITAL MANAGEMENT, LLC·BIRMINGHAM, Michigan
SIE, Series 7, Series 63, Series 87Clean recordLORIENT CAPITAL MANAGEMENT, LLC
55 W. MAPLE ROAD, BIRMINGHAM, MI 48009CRD# 5173498Firm CRD# 289572

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brian D Rath · BIRMINGHAM, MI
Registration
CRD #5173498 · LORIENT CAPITAL MANAGEMENT, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 87
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
LORIENT CAPITAL MANAGEMENT, LLC
CRD 289572 · SEC 801-117004
AUM
$1.4B
Regulatory assets under management
Employees
25
16 client accounts
Services offered by LORIENT CAPITAL MANAGEMENT, LLC
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at LORIENT CAPITAL MANAGEMENT, LLC →
Introduction

Speak with Brian

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Brian is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BIRMINGHAM?

Browse all registered financial advisors in BIRMINGHAM, Michigan or claim this profile if it's yours.

Browse BIRMINGHAM AdvisorsAre you this advisor? Claim profile
04

Frequently Asked Questions

What services does Brian D Rath offer?
Brian D Rath specializes in Retirement Planning. Contact their office in BIRMINGHAM, Michigan for a consultation.
What are Brian D Rath's credentials?
Brian D Rath is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian D Rath located?
Brian D Rath is based in BIRMINGHAM, Michigan, working with LORIENT CAPITAL MANAGEMENT, LLC. Their office serves clients in the BIRMINGHAM metropolitan area and surrounding communities.
How does Brian D Rath charge for services?
Brian D Rath's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LORIENT CAPITAL MANAGEMENT, LLC?
LORIENT CAPITAL MANAGEMENT, LLC has approximately 25 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

More Advisors in BIRMINGHAM, Michigan

Brent Samuel Gillett
CIPHER CHAIN CAPITAL, LLC·BIRMINGHAM, MI
Paul Joseph Simon
TACTICAL ALLOCATION GROUP, LLC·BIRMINGHAM, MI
Edward Oscar Eberle
SEIZERT CAPITAL PARTNERS, LLC·BIRMINGHAM, MI
Cheryl Ann Kotlarz
SEIZERT CAPITAL PARTNERS, LLC·BIRMINGHAM, MI
Jason Reed Zimmerman
SCHECHTER PRIVATE CAPITAL, LLC·BIRMINGHAM, MI
Mark Bryan Sutton
MUNDER CAPITAL MANAGEMENT·BIRMINGHAM, MI

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Michigan
GRAND RAPIDS (112)BLOOMFIELD HILLS (94)SOUTHFIELD (89)TROY (70)ANN ARBOR (56)TRAVERSE CITY (32)PORTAGE (30)HOLLAND (30)LIVONIA (28)DETROIT (27)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideTROY GuideANN ARBOR Guide
Research
Advisor Fees in MichiganNational Fee Analysis
Request removal of this profile