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Building 2ORION PORTFOLIO SOLUTIONS, LLC

Map pinOMAHA, NE
Phone859-426-2000
NotebookSEC #801-61964
Total AUM
$14.2B
Employees
112
Clients
81,242

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

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HotelBusiness

Principal Address
17605 WRIGHT ST
OMAHA
NE 68130
United States
Operating Hours
8:30 - 5:00 EST
Monday - Friday
Phone
859-426-2000
Other Offices
2

ReceiptFinancials

Total AUM
$14.2B
Accounts
81,242
Discretionary
$14.2B
Accounts
81,242
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
79,970
AUM
$12B
HNW Individual Clients
1,034
AUM
$2.1B
Corporation or Business Clients
238
AUM
$103.4M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
ADMINISTRATIVE FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWV

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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