Corcoran Wealth Management LLC

Overview

Corcoran Wealth Management LLC is an independent, individually owned advisory firm organized as an LLC that focuses on serving individual and family clients. The firm operates as a capital allocator and offers financial planning, portfolio management for individuals and small businesses, and selection-of-other-advisers services. Its billing methods include a percentage-of-AUM fee schedule as well as hourly and fixed-fee arrangements. The firm does not position itself as an ESG investor and is not flagged as a multi-state adviser. It lists an industry affiliation with an insurance company and does not identify itself as a pension consultant or a related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives