ORION PORTFOLIO SOLUTIONS, LLC

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

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 Status	Approved
Firm CRD#	107975
SEC#	801-57265
Assets Managed by Firm	$53,844,463,960
No. of Clients	299169
No. of Advisors	404

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 Clients	AUM
Firm Total	299169	$53,844,463,960
Individuals (other than high net worth individuals)	183684	$27,586,390,592
High net worth individuals	6567	$16,919,061,998
Pension and profit sharing plans	6685	$2,210,061,748
Charitable organizations	75	$46,070,025
Other investment advisers	47	$504,090,570
Corporations or other businesses	886	$1,808,129,439

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AMERITAS INVESTMENT PARTNERS, INC. 5945 R Street Lincoln, NE, 68505-3402	$24,871,650,720	1982	50
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WEITZ INVESTMENT MANAGEMENT, INC. 3555 Farnam Street, Suite 800 Omaha, NE, 68131-3312	$5,153,814,823	20	37
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