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Building 2ORCHARD ADVISORS

Map pin
Phone315-655-1072
NotebookSEC #801-120137
Total AUM
$89.2M
Employees
4
Clients
282

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8 AM TO 5:30PM
Monday - Friday
Phone
315-655-1072

ReceiptFinancials

Total AUM
$89.2M
Accounts
340
Discretionary
$65.8M
Accounts
268
Non-Discretionary
$23.4M
Accounts
72

ContactClients

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Individual Clients
273
AUM
$65.4M
HNW Individual Clients
8
AUM
$23.1M
Charitable Organization Clients
1
AUM
$668.9K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ILMAMINCNYPAUT

HandshakeAffiliates

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

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