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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 |
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