RGT Wealth Advisors
Finance · Texas, United States · 51-200 Employees
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Overview
Headquarters
5950 Sherry Ln Ste 600, Dallas, Texas, 7...Phone Number
(949) 955-5525Website
www.rgtadvisors.comRevenue
$36.1 MillionIndustry
About RGT Wealth Advisors
Corient is a fee-only wealth management firm that specializes in providing tailored solutions for ultra high net worth and uber high net worth individuals. The firm focuses on simplifying wealth management through a partnership model that emphasizes collaboration and client-centric service. Their offerings include family office services, wealth strategy, and investment management, all designed to meet the unique needs of their affluent clientele. With over $535 billion in client assets and a team of more than 300 partners, Corient is dedicated to exceeding client expectations and establishing lasting legacies.Explore more
RGT Wealth Advisors Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
51-200
Private
-
1998
CL
Charles LiebermanPartner and Portfolio Manager and Chief Investment Officer
RGT Wealth Advisors Tech Stack
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Corient is a fee-only wealth management firm that specializes in providing tailored solutions for ultra high net worth and uber high net worth individuals. The firm focuses on simplifying wealth management through a partnership model that emphasizes collaboration and client-centric service. Their offerings include family office services, wealth str... Read More
