Be advised. This firm is no longer registered.

Orinda Asset Management LLC

Orinda Asset Management LLC (CRD# 154908) is a financial advisory firm headquartered in Lafayette, CA. They manage $171,230,671 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
3658 Mt Diablo Blvd Ste 220, Lafayette, CA 94549
https://www.orindamanagement.com/
By the Numbers
  • Total Assets Under Management
    171
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $171,230,671
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Orinda Asset Management LLC
No Advisor Found.

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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