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| Orin Green Financial LLC
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|---|---|
| CRD # | 285670 |
| SEC # | 801-108776 |
| CIK # | 0006792565, 0001844227 |
| AUM | 528.8 M (2026-03-13) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 858-634-3232 |
| Address | 9820 Willow Creek Road San Diego, CA 92131 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Qualcomm Inc/DE | 15.8 | ||
| SPDR Gold Trust | 4.3 | ||
| Apple Inc | 4.0 | ||
| Alphabet Inc | 3.7 | ||
| Amazon Com Inc | 2.0 | ||
| Alphabet Inc | 1.8 | ||
| Nvidia Corp | 1.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 83 | 28.5 |
| (b) Individuals (high net worth individuals) | 155 | 491.2 |
| (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 | 9.1 |
| (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 | 873 | 528.8 |
| By Discretionary | ||
| Discretionary | 865 | 524.8 |
| Non-Discretionary | 8 | 4.0 |
| Total | 873 | 528.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.0 | |
| United States Persons | 525.8 | |
| Total | 873 | 528.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001844227] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 1 (1 non-US) |
| Serves | Institutional, Retail |
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