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Building 2ORANGE INVESTMENT ADVISORS, INC.

Map pinGOSHEN, NY
Phone845-294-6127
NotebookSEC #801-48913
Total AUM
$1.7B
Employees
18
Clients
1,391

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
117 GRAND STREET, 2ND FLOOR
GOSHEN
NY 10924
United States
Operating Hours
8:30 A.M.- 5:00 P.M.
Monday - Friday
Phone
845-294-6127
Other Offices
1

ReceiptFinancials

Total AUM
$1.7B
Accounts
2,179
Discretionary
$1.5B
Accounts
2,091
Non-Discretionary
$197.8M
Accounts
88

ContactClients

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Individual Clients
937
AUM
$295.7M
HNW Individual Clients
370
AUM
$973.1M
Investment Company Clients
1
AUM
$61M
Pension/Profit Sharing Plan Clients
9
AUM
$21.2M
Charitable Organization Clients
21
AUM
$121.2M
Government Entity Clients
8
AUM
$15.5M
Corporation or Business Clients
45
AUM
$180.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
INVESTMENT AND 1031 EXCHANGE CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PLAN ASSETS UNDER ADVISEMENT

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTFLLAMAMDNCNENHNJNYPASCTNTXVAVTWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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