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Building 2H. L. ORMOND & COMPANY, LLC

Map pinGREENVILLE, NC
Phone(252) 756-4010
NotebookSEC #801-120841
Total AUM
$401.4M
Employees
7
Clients
284

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1001 CONFERENCE DRIVE
SUITE A
GREENVILLE
NC 27858
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
(252) 756-4010
Other Offices
1

ReceiptFinancials

Total AUM
$401.4M
Accounts
1,199
Discretionary
$383.8M
Accounts
1,154
Non-Discretionary
$17.5M
Accounts
45

ContactClients

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Individual Clients
179
AUM
$54.3M
HNW Individual Clients
98
AUM
$306.4M
Pension/Profit Sharing Plan Clients
1
AUM
$23M
Charitable Organization Clients
1
AUM
$5.8M
Corporation or Business Clients
5
AUM
$11.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLGANCSCTNTXVA

HandshakeAffiliates

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

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