H. L. ORMOND & COMPANY, LLC

1001 Conference Drive
Suite A
Greenville, North Carolina 27858
Tel: (252) 756-4010

About H. L. ORMOND & COMPANY, LLC

H L ORMOND & COMPANY, LLC, formally registered with the SEC as H L ORMOND & COMPANY, LLC. The firm was established in 04/16/2021. They have over 1 offices throughout the country.

H. L. ORMOND & COMPANY, LLC is a Greenville, North Carolina based Financial Planning firm with nearly $316,737,721 assets under management, offering retirement planning & investment advisory services to 1135 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	313593
SEC#	801-120841
Assets Managed by Firm	$316,737,721
No. of Clients	1135
No. of Advisors	3

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1135	$316,737,721
Individuals (other than high net worth individuals)	196	$56,515,346
High net worth individuals	77	$228,844,652
Pension and profit sharing plans	Fewer than 5 clients	$19,614,618
Charitable organizations	Fewer than 5 clients	$4,408,447
Corporations or other businesses	Fewer than 5 clients	$7,354,658

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