CORIENT SHC WEALTH MANAGEMENT (US) LP
SEC Form ADV profile.
Total regulatory AUM
$2,343,505,235
Discretionary
$1,463,322,922
Non-discretionary
$880,182,313
Firm details
- CRD number
- 151225
- SEC file number
- 801-70638
- Main office
- PHILADELPHIA, PA, United States
- Employees
- 36
- SEC status
- Approved
- Website
- https://www.fftwealth.com/
- Fee structure
-
Percentage of AUM Fixed fees Performance-based
As of October 2026.