ORIN GREEN FINANCIAL, LLC

9820 Willow Creek Road
Suite 210
San Diego, California 92131
Tel: (858) 634-3232

About ORIN GREEN FINANCIAL, LLC

ORIN GREEN FINANCIAL, LLC, formally registered with the SEC as ORIN GREEN FINANCIAL, LLC. The firm was established in 12/21/2016. They have over 1 offices throughout the country.

ORIN GREEN FINANCIAL, LLC is a San Diego, California based Financial Planning firm with nearly $408,742,848 assets under management, offering retirement planning & investment advisory services to 825 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	285670
SEC#	801-108776
Assets Managed by Firm	$408,742,848
No. of Clients	825
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	825	$408,742,848
Individuals (other than high net worth individuals)	84	$28,938,174
High net worth individuals	134	$372,000,893
Charitable organizations	Fewer than 5 clients	$7,803,781

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