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Corey Patrick Case

J.P. MORGAN ALTERNATIVE ASSET MANAGEMENT, INC.·NEW YORK, New York
Unclaimed Profile
270 PARK AVENUE, NEW YORK, NY 10017CRD# 5092270Firm CRD# 20989
01

About

Corey Patrick Case is a registered financial advisor based in NEW YORK, New York, affiliated with J.P. MORGAN ALTERNATIVE ASSET MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
J.P. MORGAN ALTERNATIVE ASSET MANAGEMENT, INC.
JPMORGAN ALTERNATIVE ASSET MANAGEMENT
AUM
$18.8B
Regulatory assets under management
Employees
59
Total firm employees
View all advisors at J.P. MORGAN ALTERNATIVE ASSET MANAGEMENT, INC. →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5092270
Firm CRD# 20989
8 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Corey Patrick Case offer?
Corey Patrick Case specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in NEW YORK, New York for a consultation.
What are Corey Patrick Case's credentials?
Corey Patrick Case is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Corey Patrick Case located?
Corey Patrick Case is based in NEW YORK, New York, working with J.P. MORGAN ALTERNATIVE ASSET MANAGEMENT, INC.. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.
How does Corey Patrick Case charge for services?
Corey Patrick Case'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 J.P. MORGAN ALTERNATIVE ASSET MANAGEMENT, INC.?
J.P. MORGAN ALTERNATIVE ASSET MANAGEMENT, INC. has approximately 59 employees and manages $18.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Manuela Amado Cattaneo
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Brian Joseph Burke
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