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Building 2ORION CAPITAL MANAGEMENT INC

Map pinWINNETKA, IL
Phone847-441-0410
NotebookSEC #801-40234
Total AUM
$150.2M
Employees
6
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
750 GREEN BAY ROAD
WINNETKA
IL 60093
United States
Operating Hours
8:30AM TO 4:30PM
Monday - Friday
Phone
847-441-0410

ReceiptFinancials

Total AUM
$150.2M
Accounts
534
Discretionary
$150.2M
Accounts
534
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
ADVISORY CONSULTING SERVICES; SUB-ADVISORY SERVICES TO INVESTMENT COMPANIES AND REGISTERED INVESTMENT ADVISERS
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
PERCENTAGE OF NET SALES VALUES OF MUTUAL FUNDS/THIRD PARTY FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCAFLILINWI

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

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