Coryell Capital Management
Coryell Capital Management (CRD# 310586) is a financial advisory firm headquartered in , . They manage $1,714,655 in 14 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Coryell Capital Management
By the Numbers
-
Total Assets Under Management2MILLION
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Total Number of Accounts14ACCOUNTS
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Average Account Value$122,475
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Coryell Capital Management
1
Richard Coryell (CRD# 2362908) is an Investment Advisor Representative working at Coryell Capital Management in Rancho Palos Verdes, CA and has over 28 years of experience in the finance industry.
2
Michael Treidl (CRD# 5045584) is an Investment Advisor Representative working at Coryell Capital Management in Rancho Palos Verdes, CA and has over 15 years of experience in the finance industry.
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