H. L. Ormond & Company, LLC
H. L. Ormond & Company, LLC (CRD# 313593) is a financial advisory firm headquartered in Greenville, NC. They manage $316,737,721 in 1,135 accounts and serve the financial needs of clients across 7 states (or territories).
Current Firm Details
H. L. Ormond & Company, LLC
By the Numbers
-
Total Assets Under Management317MILLION
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Total Number of Accounts1,135ACCOUNTS
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Average Account Value$279,064
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
Registered Investment Advisor
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
1
Michelle Corey (CRD# 2674014) is an Investment Advisor Representative working at H. L. Ormond & Company, LLC in Greenville, NC and has over 22 years of experience in the finance industry.
2
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.
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