Orion Portfolio Solutions, LLC
Orion Portfolio Solutions, LLC (CRD# 107975) is a financial advisory firm headquartered in Omaha, NE. They manage $53,844,463,960 in 299,169 accounts and serve the financial needs of clients across 53 states (or territories).
-
Total Assets Under Management53,844MILLION
-
Total Number of Accounts299,169ACCOUNTS
-
Average Account Value$179,980
- 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 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
Robert Percival (CRD# 2535423) 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.
Trevor Quist (CRD# 7272780) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has over 3 years of experience in the finance industry.
Benjamin Rawlings (CRD# 6413840) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has 1 year of experience in the finance industry.
Michael Regan (CRD# 4144846) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has over 19 years of experience in the finance industry.
Shannon Reynolds (CRD# 7825293) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has 1 year of experience in the finance industry.
Joel Riha-Aldrich (CRD# 7200246) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has 1 year of experience in the finance industry.
Francisco Rodriguez-Morales (CRD# 6798036) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has over 6 years of experience in the finance industry.
Christopher Romano (CRD# 4587027) 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.
David Rosenblum (CRD# 5672079) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has over 12 years of experience in the finance industry.
Jamie Rottinghaus (CRD# 6286988) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has over 10 years of experience in the finance industry.