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ORION PORTFOLIO SOLUTIONS, LLC
OMAHA, NE
859-426-2000
SEC #801-57265Total AUM
$64.8B
Employees
305Clients
187,976Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
17605 WRIGHT ST
OMAHA
NE 68130
United States
OMAHA
NE 68130
United States
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
859-426-2000
Other Offices
1
Financials
Total AUM
$64.8B
Accounts
276,041Discretionary
$53.4B
Accounts
211,361Non-Discretionary
$11.4B
Accounts
64,680
Clients
Individual Clients
166,226AUM
$19.4B
HNW Individual Clients
19,151AUM
$19.5B
Investment Company Clients
11AUM
$10.9B
Pension/Profit Sharing Plan Clients
1,154AUM
$2.1B
Charitable Organization Clients
79AUM
$30.1M
Government Entity Clients
32AUM
$31.4M
Investment Advisor Clients
152AUM
$6.3B
Corporation or Business Clients
1,170AUM
$3.7B
Other Clients
1AUM
$2.9B
Description of Other Clients
EDUCATIONAL SAVINGS & ABLE PLANS
Services
Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension ConsultingPooled Vehicle Portfolio Management
Other Services
PORTFOLIO MANAGEMENT FOR EDUCATIONAL SAVINGS & ABLE PLANS
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 4 other businesses.