Headquartered in Newport Beach, California, Corient Capital Partners is a privately owned, independent wealth management firm that focuses exclusively on a select number of ultra-affluent individuals, their families and their companies. We offer customized investment strategies and dedicated attention to clients who seek to create an enduring legacy through the alignment of their financial strategies and their values. We are committed to providing sophisticated, customized investment solutions, the advice you need to confidently make important financial decisions, and the personal attention that your lifestyle deserves. Being an independent firm creates substantial benefits for Corient's clients. Since we are employee-owned, we are not inhibited by the bureaucracy of working for a large financial services corporation. We are not sellers of services and products, but, in fact, we are buyers of best-in-class solutions, investments and resources, all on behalf of our clients. We have access to a full array of investment offerings from all financial services providers with complete objectivity and transparency. Corient's senior partners have the experience and knowledge to help you sustain your lifestyle through the innovative but prudent management of your assets and liabilities, with the ultimate goal of building and preserving your legacy. We utilize a customized, goals-based wealth management style developed over decades that provides personal attention and insightful guidance designed to align your financial strategies with your personal values.
View Top Employees from Corient Capital PartnersWebsite | http://www.corient.com |
Revenue | $7 million |
Employees | 309 (309 on RocketReach) |
Founded | 2015 |
Address | 500 Newport Drive Suite 700, Newport Beach, California 92660, US |
Phone | (949) 945-2750 |
Industry | Financial Services, Finance General, Investments Solutions, Finance, Philanthropy, Concentrated Stock Management, Tax Minimization Strategies, Family Office |
Web Rank | 9 Million |
Keywords | Corient Capital Partners |
SIC | SIC Code 67 Companies, SIC Code 679 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 5239 Companies, NAICS Code 523 Companies |
Looking for a particular Corient Capital Partners employee's phone or email?
The Corient Capital Partners annual revenue was $7 million in 2024.
Lennie Gullan is the COO of Corient Capital Partners.
309 people are employed at Corient Capital Partners.
Corient Capital Partners is based in Newport Beach, California.
The NAICS codes for Corient Capital Partners are [52, 5239, 523].
The SIC codes for Corient Capital Partners are [67, 679].