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CORATICUM ASSET MANAGEMENT, LLC
CORATICUM ASSET MANAGEMENT, LLC
MIDVALE, Utah
·
1 registered advisor
·
CRD# 145551
SEC# 801-70588
1-801-824-2205
01
Firm Overview
AUM
$139M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
04
Advisors at CORATICUM ASSET MANAGEMENT, LLC
1 registered advisor
Jennifer Ann Johnson
MIDVALE, Utah
CRD# 5440558
05
Office Locations
MIDVALE, Utah
1 advisor
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Data sourced from SEC Form ADV filings. CORATICUM ASSET MANAGEMENT, LLC (CRD# 145551) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.