|
⚲
|
| Orin Green Financial LLC
✚
|
|
|---|---|
| CRD # | 285670 |
| SEC # | 801-108776 |
| CIK # | 0001844227 |
| AUM | $357.2 MM (2023-03-22) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 858-634-3232 |
| Address | 9820 Willow Creek Road San Diego, CA 92131 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| QCOM | 147,392.0 | 10.1 | |
| CRM | 170,602.7 | 4.7 | |
| AAPL | 2,382,844.0 | 2.0 | |
| GLD | 1.8 | ||
| GOOG | 1,482,566.4 | 1.2 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 87 | 27.1 |
| (b) Individuals (high net worth individuals) | 134 | 323.1 |
| (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 | 7.1 |
| (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 | 808 | 357.2 |
| By Discretionary | ||
| Discretionary | 802 | 354.6 |
| Non-Discretionary | 6 | 2.6 |
| Total | 808 | 357.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.2 | |
| United States Persons | 355.0 | |
| Total | 808 | 357.2 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001844227] |
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|---|---|---|
|
Phraction Management LLC
✚
|
CT | 0.4 |
|
Dynamic Financial Group LLC
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|
IA | 0.4 |
|
William Madison Advisors Inc
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TX | 0.4 |
|
Prudeo Partners LLC
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|
SC | 0.4 |
|
Long Run Wealth Advisors LLC
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|
NY | 0.4 |
|
Julex Capital Management LLC
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|
Clelland & Co Inc
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|
CA | 0.4 |
|
TowerPoint Wealth LLC
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|
CA | 0.4 |
|
Legacy Wealth Asset Management LLC
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|
MN | 0.4 |
|
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NY | 0.4 |