Orser Capital Management LLC
Orser Capital Management LLC (CRD# 144847) is a financial advisory firm headquartered in Southlake, TX. They manage $234,683,077 in 321 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management235MILLION
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Total Number of Accounts321ACCOUNTS
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Average Account Value$731,100
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MT, TX
Financial Advisors at Orser Capital Management LLC
1
Elizabeth Orser (CRD# 5398952) is an Investment Advisor Representative working at Orser Capital Management LLC in Southlake, TX and has over 16 years of experience in the finance industry.
2
James Orser (CRD# 1873055) is an Investment Advisor Representative working at Orser Capital Management LLC in Southlake, TX and has over 30 years of experience in the finance industry.
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