Orion Capital Management Inc.
Orion Capital Management Inc. (CRD# 106734) is a financial advisory firm headquartered in Winnetka, IL. They manage $148,325,150 in 538 accounts and serve the financial needs of clients across 6 states (or territories).
Total Assets Under Management148MILLION
Total Number of Accounts538ACCOUNTS
Average Account Value$275,697
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, CA, FL, IL, IN, WI