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Coraticum Asset Management, LLC (Midvale)


Coraticum Asset Management, LLC is a large advisory firm based in Midvale. It manages $138.79 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of California, Oregon, and Utah.

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Coraticum Asset Management provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Coraticum Asset Management: assets under management

The assets under management (AUM) of Coraticum Asset Management, LLC is $138.79 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 350% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $138.79 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $23.13 million each.
Coraticum Asset Management has custody of $138.79 million in cash and securities for 6 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Coraticum Asset Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Midvale

The principal office where Coraticum Asset Management, LLC performs its advisory services is located at 6770 South 900 East, Midvale, UT 84047, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 1-801-824-2205 or by fax 1-866-679-6718. The normal business hours are 7 am - 4 pm on Monday - Friday. You can find more information about the New York firm at coraticum.net.


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