H. L. Ormond & Company, LLC

H. L. Ormond & Company, LLC (CRD# 313593) is a financial advisory firm headquartered in Greenville, NC. They manage $274,471,150 in 1,130 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
1001 Conference Drive, Suite A, Greenville, NC 27858
https://www.hlormond.com
By the Numbers
  • Total Assets Under Management
    274
    MILLION
  • Total Number of Accounts
    1,130
    ACCOUNTS
  • Average Account Value
    $242,895
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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, FL, NC, SC, TN, TX, VA

Financial Advisors at H. L. Ormond & Company, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Michelle Corey, financial advisor Greenville NC
Michelle A. Corey
CRD#: 2674014
1001 Conference Drive, Suite A, Greenville, NC 27858

Michelle Corey (CRD# 2674014) is an Investment Advisor Representative working at H. L. Ormond & Company, LLC in Greenville, NC and has over 21 years of experience in the finance industry.

2
Herbert Ormond, financial advisor Greenville NC
Herbert L. Ormond
CRD#: 1526791
1001 Conference Drive, Suite A, Greenville, NC 27858

Herbert Ormond (CRD# 1526791) is an Investment Advisor Representative working at H. L. Ormond & Company, LLC in Greenville, NC and has over 37 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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