|
⚲
|
| Orchard Advisors LLC
✚
| |
|---|---|
| CRD # | 284061 |
| SEC # | 801-120137 |
| CIK # | |
| AUM | $70.3 MM (2024-03-27) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 315-655-1072 |
| Address | 4710 Syracuse Rd Cazenovia, NY 13035 |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 191 | 50.9 |
| (b) Individuals (high net worth individuals) | 0 | 18.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 249 | 70.3 |
| By Discretionary | ||
| Discretionary | 195 | 48.5 |
| Non-Discretionary | 54 | 21.8 |
| Total | 249 | 70.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 70.3 | |
| Total | 249 | 70.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Luther Forest Wealth Advisors LLC
✚
|
NY | 0.1 |
|
Investable Wealth LLC
✚
|
UT | 0.1 |
|
Key Wealth Advisors LLC
✚
|
NY | 0.1 |
|
SHFP LLC
✚
|
NY | 0.1 |
|
Backbone Planning Partners LLC
✚
|
NV | 0.1 |
|
Queenbridge Capital LLC
✚
|
NY | 0.1 |
|
Access Capital LLC
✚
|
KS | 0.1 |
|
Wealthyx LLC
✚
|
TX | 0.1 |
|
Seahorse Financial Advisers Inc
✚
|
NY | 0.1 |
|
Precise Investment Management Inc
✚
|
IL | 0.1 |