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Home > Retirement Planners > north carolina > greenville > H. L. ORMOND & COMPANY, LLC
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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