Large Firm

ORION PORTFOLIO SOLUTIONS, LLC

17605 Wright St, Omaha NE 68130

(859) 426-2000

N/A

Firm Details

The basic information about the firm.

Assets Under Management (AUM) This is the total number of dollars the firm holds in client assets: $53,844,463,960.00
Number of Accounts This is the total number of open accounts the firm has under management.: 299169
Number of Employees This is the total number of employees that work at the firm.: 404
Investment Employees Investment employees includes any individual that is employed by the firm that may directly make financial decisions on behalf of the client: 67

Information about the services offered and fee structure.

Services: Portfolio ManagementPooled Investment ManagementBusiness Investment ManagementConsultingSelection of Other Advisors
Fee Structure: Percentage of Assets Under ManagementFixed Fee
Activities: Trade/Sell Self-Recommended Securities
Securities Buy/Sell Client Account
Trade Quantity
Use of Broker-Dealer

Information about the firm's clients.

High Net Worth Clients A client that has either: greater than $750,000 in investable assets or a $1,500,000 net worth: 6567
High Net Worth AUM This is the total number of assets under management for all clients the firm identifies as high net worth: $16,919,061,998.00
Pension Profit Sharing Clients Clients of the firm that participate in a profit sharing plan which the firm performs financial services: 6685
Charitable Organization Clients Number of clients the firm identifies as Charitable Organizations: 6685
Charitable Organization AUM Total number of assets under management for clients the form identifies as a “charitable organization”: $46,070,025.00
Corporate Clients Corporate clients are any companies that enlist the investment adviser for wealth management services: 886
Corporate AUM Total number of assets under management for clients the form identifies as “corporate”: $1,808,129,439.00
None US Client Percentage This is the total number of open accounts the firm has under management.: 0%