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Coroebus Wealth Management, LLC

↓ The source of this information is the New York State open data website, https://data.ny.gov/.

Account Number: 11640

Vendor Number

Vendor Formal Name: Coroebus Wealth Management, LLC

Formal Name of the Company

First Name: Taraje

First Name of the Company's Contact Person

Last Name: Williams-Murray

Last Name of the Company's Contact Person

Telephone: 9739884078

Telephone Number

Business Description: Coroebus Wealth Management is a registered investment advisory firm. The company uses a behavioral approach to strategic financial planning with a focus on wealth creation, preservation and social responsibility.

A brief description of the type of service provided

Certification: MBE

Type of Certification the company qualified for

Certification Renewal Date: 2/29/2028

Date on which certification was renewed

Ethnicity: BLACK

Ethnicity of the Company owner(s)

Address Line 1: 111 Town Square Place

Company Address

Address Line 2: Suite 1203

Company Address

City: Jersey City

City in which Company is located

State: NJ

State in which Company is located

Postcode: 7310

ZIP code

Mailing Address Line 1: 111 Town Square Place

Company mailing address

Mailing Address Line 2: Suite 1203

Company mailing address

Mailing City: Jersey City

City

Mailing_State: New Jersey

State

Mailing Zip: 7310

ZIP code

Website: http://www.coroebuswm.com

Company Website

Date Of Establishment: 2013-06-03

Date the Company was Established

ID6 digit NAICS code: 523940

North American Industry Classification System (NAICS) Code that identifies the type of business

NAICS Sector: Finance and Insurance

NAICS sector (Industry)

NAICS Subsector: Other Financial Investment Activities

NAICS Subsector

NAICS Title: Portfolio Management and Investment Advice

Type of Business

NIGP codes: 91850

National Institute of Governmental Purchasing (NIGP) Codes

Name of Client Job Exp 1: Poco Bay Company

The Business the vendor is working for

Largest Value of Contract: 220000

Value (in dollars) of the the contract

Percent Self Performed Job Exp 1: 100

Percent of the job performed by the vendor

Date of Work Job Exp 1: 2014-04-15

Date the work was done

Description of Work Job Exp 1: Provided portfolio management.

Description of the work done

Name of Client Job Exp 2: Poco Bay Company

Name of second business the vendor is working for

Value of Contract Job Exp 2: 11569.28

Value (in dollars) of the the contract

Percent Self Performed Job Exp 2: 100

Percent of the job performed by the vendor

Date of Work Job Exp 2: 2020-01-01

Date the work was done

Description of Work Job Exp 2: Managed client's investment portfolio.

Description of the work done

Enrolled in PASSPort: Yes

Enrollment in the NYC's Procurement and Sourcing Solutions Portal (PASSPort)

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