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Home > Retirement Planners > california > south san francisco > ORSO PARTNERS, LP
ORSO PARTNERS, LP
395 Oyster Point, Suite 511
South San Francisco, California 94080
Tel: 415-801-4620
About ORSO PARTNERS, LP
ORSO PARTNERS, LP, formally registered with the SEC as ORSO PARTNERS, LP. The firm was established in 07/30/2021. They have over 1 offices throughout the country.
ORSO PARTNERS, LP is a South San Francisco, California based Financial Planning firm with nearly $386,937,000 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 304196 |
| SEC# | 801-121939 |
| Assets Managed by Firm | $386,937,000 |
| No. of Clients | 1 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1 | $386,937,000 |
| Corporations or other businesses | 1 | $386,937,000 |
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