H. L. Ormond & Company, Llc

H. L. Ormond & Company, Llc

Greenville, North Carolina

H. L. Ormond & Company, LLC, a trusted investment advisory firm, is based in Greenville, NC. With a single office location, they provide personalized financial guidance to their clients. The firm is comprised of four dedicated employees, two of whom specialize in investment advisory services. Each investment advisor at H. L. Ormond & Company, LLC manages an impressive average of approximately $137,240,000 in assets under management, surpassing the industry average. Their compensation structure is designed to accommodate various client needs and includes options such as a percentage of assets under management and fixed fees. While...see more

Assets Under Mgmt

$274.47M

Investment Professionals

2

Locations

0

% 401K & Individual

27%

% Discretionary

96%

Compensation Structure

  • A percentage of assets under your management
  • Fixed Fees

Services Provided Section

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Reviews for H. L. Ormond & Company, Llc

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