Corient Private Wealth

EST. AUM
$165,252,436,553

CONTACTS
80

CLIENT ACCOUNTS
113,752

Firm Details

Metro area Miami
CRD Number 319448
Website corient.com
Client types

Overview

Corient Private Wealth, formerly known as CI Private Wealth, is an investment management firm that focuses on providing high-net-worth and ultra-high-net-worth clients with comprehensive wealth management solutions. The firm, which operates under CI Financial, rebranded to Corient to emphasize its client-oriented approach and has integrated several legacy firms to strengthen its service offerings. Corient is known for its fiduciary, fee-only model, promoting collaboration among advisors and focusing on exceeding client expectations, simplifying lives, and establishing lasting legacies. Corient offers a wide range of services including family office solutions, holistic wealth management, and access to both traditional and alternative investments, such as private equity, venture capital, and private credit. These services are designed to address complex financial needs and are supported by a robust network of experienced advisors.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Corient Private Wealth

Platform Details

Investment Preferences

Alternative Activity

Address

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