ORG PARTNERS

13548 Zubrick Road
Roanoke, Indiana 46783
Tel: 260-469-9173

About ORG PARTNERS

ORG PARTNERS, formally registered with the SEC as ORG PARTNERS. The firm was established in 03/18/2021. They have over 12 offices throughout the country.

ORG PARTNERS is a Roanoke, Indiana based Financial Planning firm with nearly $983,937,880 assets under management, offering retirement planning & investment advisory services to 3016 clients. The firm is staffed with 22 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	312728
SEC#	801-120444
Assets Managed by Firm	$983,937,880
No. of Clients	3016
No. of Advisors	22

Fee Structure

A percentage of AUM
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	3016	$983,937,880
Individuals (other than high net worth individuals)	981	$317,424,102
High net worth individuals	232	$666,513,778

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