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Building 2ORION CAPITAL MANAGEMENT LLC

Map pinCORONADO, CA
Phone(619) 319-0520
NotebookSEC #801-119207
Total AUM
$370.9M
Employees
4
Clients
166

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1330 ORANGE AVENUE, SUITE 302
CORONADO
CA 92118
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
(619) 319-0520
Other Offices
6

ReceiptFinancials

Total AUM
$370.9M
Accounts
550
Discretionary
$370.5M
Accounts
549
Non-Discretionary
$403.7K
Accounts
1

ContactClients

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Individual Clients
89
AUM
$36.7M
HNW Individual Clients
74
AUM
$312.2M
Pension/Profit Sharing Plan Clients
1
AUM
$12.6M
Charitable Organization Clients
1
AUM
$6.8M
Corporation or Business Clients
1
AUM
$2.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANHTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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