400 N. Michigan Avenue
#560
Chicago, Illinois 60611
Tel: 312-628-6700
ORCHARD CAPITAL MANAGEMENT, LLC, formally registered with the SEC as ORCHARD CAPITAL MANAGEMENT, LLC. The firm was established in 08/10/2015. They have over 1 offices throughout the country.
ORCHARD CAPITAL MANAGEMENT, LLC is a Chicago, Illinois based Financial Planning firm with nearly $370,715,000 assets under management, offering retirement planning & investment advisory services to 31 clients. The firm is staffed with 5 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 269957 |
| SEC# | 801-106488 |
| Assets Managed by Firm | $370,715,000 |
| No. of Clients | 31 |
| No. of Advisors | 5 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 31 | $370,715,000 |
| High net worth individuals | 1 | $58,718,000 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $1,016,556,943,580 | 41105 | 674 | |
| $545,530,164,135 | 401 | 220 | |
| $426,071,864,566 | 1821809 | 415 | |
| $248,044,764,038 | 37 | 1857 | |
| $239,614,971,441 | 59703 | 397 |
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