ORION PORTFOLIO SOLUTIONS, LLC
Omaha, Nebraska
4.6
24 Reviews
Orion Portfolio Solutions, LLC is a highly reputable regional investment advisory firm headquartered in Omaha, NE. With a workforce of 326 dedicated professionals, they specialize in providing top-notch financial solutions to a wide range of clients. A notable aspect of their operations is that 72 employees are solely focused on delivering expert investment advisory services.
Renowned for their expertise and exceptional track record, Orion Portfolio Solutions manages an impressive $53,283,017,000 in assets under management, serving a substantial client base of over 202,330 individuals. They boast an average of $177,830,000 in ass...
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Assets Under Mgmt
$53.28B
Investment Professionals
72
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Fixed Fees
Performance-based fees
Services Provided Section
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pension consulting services
Selection of other advisers
Other: PORTFOLIO MANAGEMENT FOR EDUCATIONAL SAVINGS & ABLE PLANS
Other Business Activities
Broker-dealer (Registered or unregistered)
Other Financial product salesperson
Articles
Articles
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