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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 $53,283,016,878 assets under management, offering retirement planning & investment advisory services to 176366 clients. The firm is staffed with 326 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#107975
SEC# 801-57265
Assets Managed by Firm $53,283,016,878
No. of Clients 176366
No. of Advisors 326

Fee Structure

  • A Percentage of AUM
  • Fixed Fees
  • Performance Based

Advisory Services Provided

  • Portfolio Management for Individuals
  • Portfolio Management for Investment
  • Portfolio Management for pooled Investment
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors

Firm Client Information

No. of ClientsAUM
Firm Total176366$53,283,016,878
Individuals (other than high net worth individuals)202327$31,867,950,717
High net worth individuals6449$13,766,340,949
Pension and profit sharing plans7481$1,263,350,420
Charitable organizations20$5,479,774
Corporations or other businesses1825$2,396,289,229
Inquire with ORION PORTFOLIO SOLUTIONS, LLC

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AMERITAS ADVISORY SERVICES, LLC
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BRIDGES INVESTMENT MANAGEMENT INC
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