CORIENT PRIVATE WEALTH LLC

CORIENT
MIAMI, Florida·3 registered advisors·CRD# 319448
SEC# 801-12497839(305) 735-2020
01

Firm Overview

AUM
$118.2B
Regulatory assets under management
Employees
845
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Educational seminars/workshops
Other advisory services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Other: % OF ASSETS UNDER ADVISEMENT
03

Specialties

Financial PlanningInvestment ManagementRetirement PlanningWealth ManagementFinancial Education
04

Advisors at CORIENT PRIVATE WEALTH LLC

3 registered advisors
Andrew Mark Holmberg
MIAMI, Florida
Julie Lynn Silcox
MIAMI, Florida
Kurt Macalpine
MIAMI, Florida
05

Office Locations

MIAMI, Florida
3 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. CORIENT PRIVATE WEALTH LLC (CRD# 319448) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.