ORG PORTFOLIO MANAGEMENT LLC

3201 Enterprise Parkway
Suite 150
Beachwood, Ohio 44122
Tel: 216-468-0055

About ORG PORTFOLIO MANAGEMENT LLC

ORG PORTFOLIO MANAGEMENT LLC, formally registered with the SEC as ORG PORTFOLIO MANAGEMENT LLC. The firm was established in 02/20/2004. They have over 5 offices throughout the country.

ORG PORTFOLIO MANAGEMENT LLC is a Beachwood, Ohio based Financial Planning firm with nearly $5,838,163,109 assets under management, offering retirement planning & investment advisory services to 23 clients. The firm is staffed with 22 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	130198
SEC#	801-62718
Assets Managed by Firm	$5,838,163,109
No. of Clients	23
No. of Advisors	22

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based
Other (PER-PROJECT FEE)

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (INDEPENDENT FIDUCIARY SERVICE)

Firm Client Information

	No. of Clients	AUM
Firm Total	23	$5,838,163,109
High net worth individuals	Fewer than 5 clients	$342,867,445
Pension and profit sharing plans	6	$598,544,679
Charitable organizations	Fewer than 5 clients	$272,791,521

More Retirement Planning firms in Beachwood, Ohio:

Firm Name	Assets Under Management	Total Clients	Total Advisors
FORT WASHINGTON INVESTMENT ADVISORS INC 303 Broadway, Suite 1200 Cincinnati, OH, 45202	$79,457,379,980	1444	158
NATIONWIDE FUND ADVISORS 10 West Nationwide Blvd Columbus, OH, 43215	$78,252,229,704	130	135
MEEDER PUBLIC FUNDS, INC. 6125 Memorial Drive Dublin, OH, 43017	$54,569,476,420	741	48
DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215	$30,011,530,941	3811	127
TOUCHSTONE ADVISORS INC 303 Broadway, Suite 1100 Cincinnati, OH, 45202-4203	$26,738,929,617	39	84

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