Orion Investments, LLC

Orion Investments, LLC (CRD# 283898) is a financial advisory firm headquartered in Costa Mesa, CA. They manage $21,000,000 in 29 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    29
    ACCOUNTS
  • Average Account Value
    $724,138
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Orion Investments, LLC
Showing 1 - 1 of 1 top financial advisors.
1
James W. Cravotta
CRD#: 3104460
2183 Fairview Road, Suite 211, Costa Mesa, CA 92627
71
Wealthminder
score

James Cravotta (CRD# 3104460) is an Investment Advisor Representative working at Orion Investments, LLC in Costa Mesa, CA and has over 19 years of experience in the finance industry.

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