Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > illinois > chicago > ORCHARD CAPITAL MANAGEMENT, LLC
ORCHARD CAPITAL MANAGEMENT, LLC
400 N. Michigan Avenue
#560
Chicago, Illinois 60611
Tel: 312-628-6700
About ORCHARD CAPITAL MANAGEMENT, LLC
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.
Firm Information
| 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 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Other (DIRECT AUTHORIZED EXPENSES FOR CERTAIN CLIENTS)
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Other (SPECIALIZED CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 31 | $370,715,000 |
| High net worth individuals | 1 | $58,718,000 |
More Retirement Planning firms in Chicago, Illinois:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|
Explore More Retirement Advisors in Chicago, Illinois