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ORION INVESTMENT CO
7800 Forsyth Blvd.
Suite 820
St Louis, Missouri 63105
Tel: 314-725-3800
About ORION INVESTMENT CO
ORION INVESTMENT CO, formally registered with the SEC as ORION INVESTMENT CO. The firm was established in 07/18/1988. They have over 1 offices throughout the country.
ORION INVESTMENT CO is a St Louis, Missouri based Financial Planning firm with nearly $464,456,301 assets under management, offering retirement planning & investment advisory services to 604 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 110867 |
| SEC# | 801-32212 |
| Assets Managed by Firm | $464,456,301 |
| No. of Clients | 604 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 604 | $464,456,301 |
| Individuals (other than high net worth individuals) | 249 | $25,436,214 |
| High net worth individuals | 348 | $430,053,403 |
| Pension and profit sharing plans | Fewer than 5 clients | $5,638,344 |
| Corporations or other businesses | 6 | $3,328,340 |
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|---|---|---|---|
| $824,988,034,503 | 5086856 | 29003 | |
| $558,464,518,060 | 1352052 | 19871 | |
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