|
⚲
|
| Orin Green Financial LLC
✚
|
|
|---|---|
| CRD # | 285670 |
| SEC # | 801-108776 |
| CIK # | 0006792565, 0001844227 |
| AUM | $408.7 MM (2024-03-11) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 858-634-3232 |
| Address | 9820 Willow Creek Road San Diego, CA 92131 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| QCOM | 147,392.0 | 19.1 | |
| GLD | 2.2 | ||
| CRM | 170,602.7 | 2.1 | |
| AAPL | 2,382,844.0 | 1.8 | |
| GOOG | 1,482,566.4 | 1.8 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 84 | 28.9 |
| (b) Individuals (high net worth individuals) | 134 | 372.0 |
| (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 | 7.8 |
| (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 | 825 | 408.7 |
| By Discretionary | ||
| Discretionary | 819 | 405.9 |
| Non-Discretionary | 6 | 2.9 |
| Total | 825 | 408.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.6 | |
| United States Persons | 406.2 | |
| Total | 825 | 408.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001844227] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Dean Jacobson Financial Services LLC
✚
|
TX | 0.4 |
|
Compass Financial Management LLC
✚
|
FL | 0.4 |
|
Zimmermann Investment Management & Planning LLC
✚
|
PA | 0.4 |
|
Whitener Capital Management Inc
✚
|
NC | 0.4 |
|
Ashton Thomas Securities LLC
✚
|
NY | 0.4 |
|
Keeler & Nadler Financial Planning and Wealth Management LLC
✚
|
OH | 0.4 |
|
Tri-Ad Capital Management I LLC
✚
|
CA | 0.4 |
|
25 LLC
✚
|
MO | 0.4 |
|
Morris Financial Concepts Inc
✚
|
SC | 0.4 |
|
Measured Wealth Private Client Group LLC
✚
|
NH | 0.4 |