Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > texas > dallas > ORCHID ADVISORY
ORCHID ADVISORY
4801 W Lovers Ln
Dallas, Texas 75209
Tel: 704-763-2776
About ORCHID ADVISORY
ORCHID ADVISORY, formally registered with the SEC as ORCHID ADVISORY. The firm was established in 09/19/2023. They have over 1 offices throughout the country.
ORCHID ADVISORY is a Dallas, Texas based Financial Planning firm with nearly $266,248,728 assets under management, offering retirement planning & investment advisory services to 69 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 327750 |
| SEC# | 801-128761 |
| Assets Managed by Firm | $266,248,728 |
| No. of Clients | 69 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 69 | $266,248,728 |
| High net worth individuals | 43 | $266,248,728 |
More Retirement Planning firms in Dallas, Texas:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $749,622,475,396 | 1153 | 1166 | |
| $151,257,095,924 | 2923 | 481 | |
| $141,927,200,000 | 158 | 1036 | |
| $118,041,119,970 | 827 | 319 | |
| $112,362,200,000 | 102 | 361 |
Explore More Retirement Advisors in Dallas, Texas