566 North Kimball Avenue
Suite 100
Southlake, Texas 76092
Tel: 817- 697-2385
ORSER CAPITAL MANAGEMENT LLC, formally registered with the SEC as ORSER CAPITAL MANAGEMENT LLC. The firm was established in 07/29/2014. They have over 1 offices throughout the country.
ORSER CAPITAL MANAGEMENT LLC is a Southlake, Texas based Financial Planning firm with nearly $288,538,612 assets under management, offering retirement planning & investment advisory services to 333 clients. The firm is staffed with 2 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 144847 |
SEC# | 801-80081 |
Assets Managed by Firm | $288,538,612 |
No. of Clients | 333 |
No. of Advisors | 2 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 333 | $288,538,612 |
Individuals (other than high net worth individuals) | 80 | $32,964,951 |
High net worth individuals | 58 | $250,927,757 |
Pension and profit sharing plans | Fewer than 5 clients | $2,668,716 |
Charitable organizations | Fewer than 5 clients | $1,977,169 |
Corporations or other businesses | Fewer than 5 clients | $19 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$749,622,475,396 | 1153 | 1166 | |
$298,729,428,900 | 360116 | 4065 | |
$151,257,095,924 | 2923 | 481 | |
$141,927,200,000 | 158 | 1036 | |
$118,041,119,970 | 827 | 319 |
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