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ORION PORTFOLIO SOLUTIONS, LLC

17605 Wright St
Omaha, Nebraska 68130
Tel: 859-426-2000

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About ORION PORTFOLIO SOLUTIONS, LLC

ORION PORTFOLIO SOLUTIONS, LLC, formally registered with the SEC as ORION PORTFOLIO SOLUTIONS, LLC. The firm was established in 01/01/2000. They have over 2 offices throughout the country.

ORION PORTFOLIO SOLUTIONS, LLC is a Omaha, Nebraska based Financial Planning firm with nearly $53,844,463,960 assets under management, offering retirement planning & investment advisory services to 299169 clients. The firm is staffed with 404 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#107975
SEC#801-57265
Assets Managed by Firm$53,844,463,960
No. of Clients299169
No. of Advisors404

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Performance Based

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Other (PORTFOLIO MANAGEMENT FOR EDUCATIONAL SAVINGS & ABLE PLANS)

Firm Client Information

No. of ClientsAUM
Firm Total299169$53,844,463,960
Individuals (other than high net worth individuals)183684$27,586,390,592
High net worth individuals6567$16,919,061,998
Pension and profit sharing plans6685$2,210,061,748
Charitable organizations75$46,070,025
Other investment advisers47$504,090,570
Corporations or other businesses886$1,808,129,439

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