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 $53,844,463,960 assets under management, offering retirement planning & investment advisory services to 299169 clients. The firm is staffed with 404 experienced financial planners.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$26,774,389,503 | 110327 | 1111 | |
$24,871,650,720 | 1982 | 50 | |
$10,289,301,520 | 39033 | 545 | |
$9,882,583,283 | 2646 | 76 | |
$6,947,119,840 | 20381 | 255 |
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