Orion Portfolio Solutions, LLC
Orion Portfolio Solutions, LLC (CRD# 107975) is a financial advisory firm headquartered in Omaha, NE. They manage $56,174,180,531 in 165,062 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management56,174MILLION
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Total Number of Accounts165,062ACCOUNTS
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Average Account Value$340,322
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Deely Bailey (CRD# 6731413) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has over 4 years of experience in the finance industry.
Dawn Batho (CRD# 4402897) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has over 21 years of experience in the finance industry.
Kylee Beach (CRD# 6005280) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has over 9 years of experience in the finance industry.
Ryan Beach (CRD# 5976659) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has over 9 years of experience in the finance industry.
Ryan Berges (CRD# 2354098) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has over 29 years of experience in the finance industry.
Micah Bielski (CRD# 4970430) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has over 17 years of experience in the finance industry.
Bruce Bischoff (CRD# 6153299) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has over 9 years of experience in the finance industry.
Jamie Blair (CRD# 5454751) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has over 14 years of experience in the finance industry.
Kyle Booras (CRD# 5989499) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has over 9 years of experience in the finance industry.
Christopher Bosse (CRD# 5372638) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Hebron, KY and has over 6 years of experience in the finance industry.