Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > oregon > lake oswego > ORCA INVESTMENT MANAGEMENT, LLC
ORCA INVESTMENT MANAGEMENT, LLC
6 Centerpointe Drive
Suite 300
Lake Oswego, Oregon 97035
Tel: (503)582-9500
About ORCA INVESTMENT MANAGEMENT, LLC
ORCA INVESTMENT MANAGEMENT, LLC, formally registered with the SEC as ORCA INVESTMENT MANAGEMENT, LLC. The firm was established in 06/25/2007. They have over 2 offices throughout the country.
ORCA INVESTMENT MANAGEMENT, LLC is a Lake Oswego, Oregon based Financial Planning firm with nearly $162,109,119 assets under management, offering retirement planning & investment advisory services to 557 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 144377 |
| SEC# | 801-68050 |
| Assets Managed by Firm | $162,109,119 |
| No. of Clients | 557 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Other (NEGOTIABLE PROJECT RELATED FEES)
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 557 | $162,109,119 |
| Individuals (other than high net worth individuals) | 223 | $53,256,108 |
| High net worth individuals | 45 | $104,020,948 |
| Charitable organizations | Fewer than 5 clients | $4,831,941 |
| Corporations or other businesses | Fewer than 5 clients | $122 |
More Retirement Planning firms in Lake Oswego, Oregon:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|
Explore More Retirement Advisors in Lake Oswego, Oregon