OREI ADVISORS LP

401 Congress Avenue
Suite 2750
Austin, Texas 78701
Tel: 650-681-0185

About OREI ADVISORS LP

OREI ADVISORS LP, formally registered with the SEC as OREI ADVISORS LP. The firm was established in 07/28/2017. They have over 2 offices throughout the country.

OREI ADVISORS LP is a Austin, Texas based Financial Planning firm with nearly $1,306,620,441 assets under management, offering retirement planning & investment advisory services to 18 clients. The firm is staffed with 27 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	284241
SEC#	801-110938
Assets Managed by Firm	$1,306,620,441
No. of Clients	18
No. of Advisors	27

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	18	$1,306,620,441
High net worth individuals	Fewer than 5 clients	$269,519,059

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