Corcoran Group Ltd (Cabin John)

Corcoran Group Ltd is a large advisory firm based in Cabin John. It manages $126.5 million of regulatory assets for 62 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, Maryland, and Virginia.

Corcoran Group provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars and workshops. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Corcoran Group: assets under management

The assets under management (AUM) of Corcoran Group Ltd is $126.5 million. The firm's AUM has grown by 213% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $92.5 million in discretionary accounts and $34 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.2 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.7 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Corcoran Group Ltd for their services and products based on a percentage of assets under management 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.

Careers at Corcoran Group Ltd

Philip Edmund Corcoran has been acting as President since 1 Dec 2004. Helenmarie Anderson Corcoran joined the executive team most recently as the Founder/Secretary/Treasurer.

Direct owners and executive officers

Based in Cabin John

The principal office where Corcoran Group Ltd performs its advisory services is located at 8014 Macarthur Blvd, Cabin John, MD 20818, 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 301-320-8093 or by fax 301-368-2181. The normal business hours are 9:00 a.m. to 5:00 p.m on Monday - Friday. You can find more information about the New York firm at thecorcorangroup.com.

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