Coriander Financial Group LLC

Overview

Coriander Financial Group LLC is an independent registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm runs a primarily discretionary practice, tilting toward equity-centered portfolios and using a mix of pooled products and direct equity exposures. Fee arrangements include a percentage of AUM and hourly billing, suggesting a hybrid client service model that combines ongoing portfolio management with project-based planning work. The adviser is not positioned as a multi-state or pension consultant and does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices