17605 Wright St
Omaha, Nebraska 68130
Tel: 859-426-2000
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 $53,283,016,878 assets under management, offering retirement planning & investment advisory services to 176366 clients. The firm is staffed with 326 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 107975 |
SEC# | 801-57265 |
Assets Managed by Firm | $53,283,016,878 |
No. of Clients | 176366 |
No. of Advisors | 326 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 176366 | $53,283,016,878 |
Individuals (other than high net worth individuals) | 202327 | $31,867,950,717 |
High net worth individuals | 6449 | $13,766,340,949 |
Pension and profit sharing plans | 7481 | $1,263,350,420 |
Charitable organizations | 20 | $5,479,774 |
Corporations or other businesses | 1825 | $2,396,289,229 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$38,163,842,160 | 200228 | 3748 | |
$23,108,472,280 | 1823 | 50 | |
$19,943,561,186 | 96956 | 1111 | |
$8,534,798,484 | 35218 | 592 | |
$7,549,835,558 | 2277 | 75 |
Explore More Retirement Advisors in Omaha, Nebraska