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Home > Retirement Planners > texas > southlake > ORSER CAPITAL MANAGEMENT LLC
ORSER CAPITAL MANAGEMENT LLC
566 North Kimball Avenue
Suite 100
Southlake, Texas 76092
Tel: 817- 697-2385
About ORSER CAPITAL MANAGEMENT LLC
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 $223,517,825 assets under management, offering retirement planning & investment advisory services to 310 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 144847 |
| SEC# | 801-80081 |
| Assets Managed by Firm | $223,517,825 |
| No. of Clients | 310 |
| No. of Advisors | 2 |
Fee Structure
- A Percentage of AUM
Advisory Services Provided
- Portfolio Management for Individuals
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 310 | $223,517,825 |
| Individuals (other than high net worth individuals) | 75 | $35,933,999 |
| High net worth individuals | 49 | $184,016,677 |
| Pension and profit sharing plans | Fewer than 5 clients | $1,931,239 |
| Charitable organizations | Fewer than 5 clients | $1,619,860 |
| Corporations or other businesses | Fewer than 5 clients | $16,050 |
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