Julian
Korber
Org Partners
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About this Advisor
Julian Korber is a financial advisor who works in Denver, Colorado with a total of 2 years of relevant experience. Korber is an advisor for Org Partners. During their career, the advisor has held roles at Rbc Capital Markets Corporation, Org Partners, LLC, Purshe Kaplan Sterling Investments and City National Bank. Korber maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in Colorado. Org Partners is an advisory firm that has its headquarters in Roanoke, IN. It has offices in 12 locations and a total of 22 people on staff. It has $895 million in assets under management between its 2,917 client accounts, making it one of the larger firms in the country by assets under management. The firm serves one charities and foundations. Of its 2,917 customer accounts, just 12% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Org Partners provides a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advisory services usually are based on which services the firm provides the client. However, fees billed by Org Partners most likely consist of any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Org Partners Brokerage Details
$894,964,733
22
2,917
$306,810
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Julian Korber Work History
Julian has been registered as a financial advisor for 2 years.*
Org Partners, LLC
Purshe Kaplan Sterling Investments
City National Bank
Rbc Capital Markets Corporation
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Julian Korber to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Org Partners
Roanoke, IN
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Brunswick, OH
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Dallas, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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