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).
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Total Assets Under Management53,844MILLION
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Total Number of Accounts299,169ACCOUNTS
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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
Jeffrey Canfield (CRD# 5722413) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has over 13 years of experience in the finance industry.
Kevin Cave (CRD# 7625483) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has 1 year of experience in the finance industry.
Phillip Colling (CRD# 6457403) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has 1 year of experience in the finance industry.
Colin Danahy (CRD# 7841118) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has 1 year of experience in the finance industry.
Anthony Dimona (CRD# 5762949) 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.
Joseph Eplite (CRD# 7651121) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has 1 year of experience in the finance industry.
Benjamin Frantz (CRD# 6292617) 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.
William Girton (CRD# 7131614) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has over 2 years of experience in the finance industry.
Andrew Glaser (CRD# 5944845) 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.
Phillip Gober (CRD# 4913355) 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.