Orion Portfolio Solutions, LLC
Orion Portfolio Solutions, LLC (CRD# 107975) is a financial advisory firm headquartered in Omaha, NE. They manage $53,844,463,960 in 299,169 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management53,844MILLION
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Total Number of Accounts299,169ACCOUNTS
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Average Account Value$179,980
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Anurag Ahluwalia (CRD# 6491833) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has over 4 years of experience in the finance industry.
Charles Aronica (CRD# 5800966) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Berwyn, PA and has over 13 years of experience in the finance industry.
Deely Bailey (CRD# 6731413) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has over 5 years of experience in the finance industry.
Dawn Batho (CRD# 4402897) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has over 22 years of experience in the finance industry.
Kylee Beach (CRD# 6005280) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has over 10 years of experience in the finance industry.
Ryan Beach (CRD# 5976659) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has over 10 years of experience in the finance industry.
Noreen Beaman (CRD# 2593910) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Berwyn, PA and has over 27 years of experience in the finance industry.
Ryan Berges (CRD# 2354098) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has over 30 years of experience in the finance industry.
Cale Beyer (CRD# 6434350) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has over 9 years of experience in the finance industry.
Micah Bielski (CRD# 4970430) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has over 18 years of experience in the finance industry.