Corax Asset Management
Firm details
- Headquarters
- Jackson, Wyoming
- CRD number
- 312855
- Website
- www.coraxam.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Corax Asset Management is a small, privately owned LLC that provides discretionary portfolio management primarily to individual and family clients, with services extending to small businesses. The firm charges a percentage-of-AUM advisory fee and reports portfolio management for individuals and small businesses as its principal advisory activity. Corax is organized as an individually owned adviser, is not positioned as a pension consultant or capital allocator, and does not self-identify as an active ESG investor or a multi-state adviser in its filings.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities37%
- Public Funds/Mutual Funds26%
- US Government Bonds20%
- Cash & Cash Equivalents17%
Owners & executives
1 of 1Ari Goldstein
Founder & Chief Investment OfficerCRD 2880348
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Jackson, WY
Teton
Location
Jackson, WY
Headquartered in Jackson, WY, in the West of the United States.
- Region
- West
- County
- Teton
- Address
- 230 E Broadway Ave
- Time zone
- MT (UTC-7)
- Office locations
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