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ORRELL CAPITAL MANAGEMENT

2600 Kitty Hawk Road
Suite 119
Livermore, California 94551
Tel: 925-455-0802

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About ORRELL CAPITAL MANAGEMENT

ORRELL CAPITAL MANAGEMENT, formally registered with the SEC as ORRELL CAPITAL MANAGEMENT. The firm was established in 06/27/1991. They have over 1 offices throughout the country.

ORRELL CAPITAL MANAGEMENT is a Livermore, California based Financial Planning firm with nearly $51,300,000 assets under management, offering retirement planning & investment advisory services to 2 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#112487
SEC#801-38997
Assets Managed by Firm$51,300,000
No. of Clients2
No. of Advisors3

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total2$51,300,000

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