Orin Green Financial, LLC

Orin Green Financial, LLC (CRD# 285670) is a financial advisory firm headquartered in San Diego, CA. They manage $408,742,848 in 825 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
9820 Willow Creek Road, Suite 210, San Diego, CA 92131
http://www.oringreenfinancial.com
By the Numbers
  • Total Assets Under Management
    409
    MILLION
  • Total Number of Accounts
    825
    ACCOUNTS
  • Average Account Value
    $495,446
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, LA, NC, NE, NH

Financial Advisors at Orin Green Financial, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Corrine Fields, financial advisor San Diego CA
Corrine N. Fields
CRD#: 5297752
9820 Willow Creek Road, Suite 210, San Diego, CA 92131

Corrine Fields (CRD# 5297752) is an Investment Advisor Representative working at Orin Green Financial, LLC in San Diego, CA and has over 16 years of experience in the finance industry.

2
Orin Green, financial advisor San Diego CA
Orin M. Green
CRD#: 3031669
9820 Willow Creek Road, Suite 210, San Diego, CA 92131

Orin Green (CRD# 3031669) is an Investment Advisor Representative working at Orin Green Financial, LLC in San Diego, CA and has over 26 years of experience in the finance industry.

3
Dean Kernus, financial advisor San Diego CA
Dean B. Kernus
CRD#: 4648374
9820 Willow Creek Road, Suite 210, San Diego, CA 92131

Dean Kernus (CRD# 4648374) is an Investment Advisor Representative working at Orin Green Financial, LLC in San Diego, CA and has over 20 years of experience in the finance industry.

4
Brett Nussen, financial advisor San Diego CA
Brett A. Nussen
CRD#: 6562336
9820 Willow Creek Road, Suite 210, San Diego, CA 92131

Brett Nussen (CRD# 6562336) is an Investment Advisor Representative working at Orin Green Financial, LLC in San Diego, CA and has over 8 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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