Orca Investment Management, LLC
Orca Investment Management, LLC (CRD# 144377) is a financial advisory firm headquartered in Roseburg, OR. They manage $162,109,119 in 557 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management162MILLION
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Total Number of Accounts557ACCOUNTS
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Average Account Value$291,040
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, ID, OR, TX, WA
William Barham (CRD# 12438) is an Investment Advisor Representative working at Orca Investment Management, LLC in Lake Oswego, OR and has over 30 years of experience in the finance industry.
Roger Thomas (CRD# 4377628) is an Investment Advisor Representative working at Orca Investment Management, LLC in Lake Oswego, OR and has over 23 years of experience in the finance industry.
Shawn Willard (CRD# 2430899) is an Investment Advisor Representative working at Orca Investment Management, LLC in Lake Oswego, OR and has over 30 years of experience in the finance industry.