ORION PORTFOLIO SOLUTIONS, LLC

https://twitter.com/Orion__OPS OMAHA, NE Investment Advisor How do I update this listing?

Orion Portfolio Solutions is based out of Omaha. Orion Portfolio Solutions is a registered investment advisory firm with 14 clients and discretionary assets under management (AUM) of $0 (Form ADV from 2019-12-20). Their last reported 13F filing for Q4 2019 included $1,272,870,000 in managed 13F securities and a top 10 holdings concentration of 41.7%. Orion Portfolio Solutions's largest holding is iShares Core S&P 500 ETF with shares held of 317,985. Whalewisdom has at least 1 13F filings

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12/31/2019

Top Sells

  • Name% Change

12/31/2019

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-02-14

Performance for Q4 2019: 3.92%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted

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ORION PORTFOLIO SOLUTIONS, LLC
17605 WRIGHT ST
OMAHA NE    68130
Country: United States

Business Phone: 859-426-2000
Fax: 859-426-2050
Professional Investment Advisor Data
SEC Registration as : Multi-state advisor
Form of Organization: Limited Liability Company
Organized in: NE
Number of employees: 143
Other Business Activities: ,ASSET ALLOCATION ADMINISTRATION AND RECORDKEEPING
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees,ADMINISTRATIVE FEES
Amount of client funds and securities:
Total Number of Clients: 14
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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