ORG PARTNERS
Roanoke, Indiana
5.0
24 Reviews
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...
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Assets Under Mgmt

$894.96M

Investment Professionals

16

Locations

12

% 401K & Individual

42%

% Discretionary

98%
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
Pension consulting services
Selection of other advisers
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