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CORIENT CAPITAL PARTNERS, LLC
CORIENT CAPITAL PARTNERS, LLC
NEWPORT BEACH, California
·
7 registered advisors
·
CRD# 170920
SEC# 801-79578
0
(949) 945-2750
01
Firm Overview
AUM
$5.0B
Regulatory assets under management
Employees
29
Total firm employees
Advisors
7
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at CORIENT CAPITAL PARTNERS, LLC
7 registered advisors
Alexander Farnum Stimpson
NEWPORT BEACH, California
CRD# 1951729
Christopher Alden Copps
NEWPORT BEACH, California
CRD# 1112642
Darren Lee Henderson
NEWPORT BEACH, California
CRD# 2923145
Dheeraj Sultanian
NEWPORT BEACH, California
CRD# 4541970
Gordon Hassenplug
NEWPORT BEACH, California
CRD# 3126165
Gregory James Walters
NEWPORT BEACH, California
CRD# 4984359
Michael Randall Phelps
NEWPORT BEACH, California
CRD# 4710273
05
Office Locations
NEWPORT BEACH, California
7 advisors
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Data sourced from SEC Form ADV filings. CORIENT CAPITAL PARTNERS, LLC (CRD# 170920) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.