Based in Roanoke, Indiana, ORG PARTNERS is a well-established local investment advisory firm with a wide-reaching presence. With 13 offices and a team of 22 dedicated professionals, 16 of whom provide investment advisory services, ORG PARTNERS offers comprehensive financial guidance and management to a diverse client base.
With an average of approximately $55,940,000 in assets under management per investment advisor, ORG PARTNERS aligns with the industry average. Their compensation structure includes various types, such as a percentage of assets under management and fixed fees, providing flexibility for clients and ensuring trans...
See more
Loading...
Assets Under Mgmt
$894.96M
Investment Professionals
16
Locations
12
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.