This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- John Hancock · Pershing · SEI
- Clients
- Retail and Institutional
- Platforms
- Ridge unisonMomentum
- Established Date
- 10-03-1994
- Office Locations
- 1
Office Locations
About Anthony J. Orlando Inc.
Anthony J. Orlando, Inc. is a CFP-led wealth management firm in Oradell, NJ providing investment portfolio management, retirement planning, insurance and estate planning, and employee benefits consulting. The firm serves individuals and families as well as small businesses, corporations, trusts/estates, retirement plans, and charitable organizations, tailoring strategies across market and asset-class offerings. Employee benefits work spans 25+ years.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ANTHONY JOHN ORLANDO
Chief Compliance Officer, President
- CRD
- #1839632
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $89,914,415 | -- |
| Total | $89,914,415 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $89,914,415
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $727,525,964 | 15.0% |
| Equity - Exchange | $984,585,138 | 20.3% |
| Cash | $999,135,658 | 20.6% |
| Other | $926,383,061 | 19.1% |
| U.S. Government/Agency | $1,212,543,274 | 25.0% |
| Total | $4,850,173,095 | 100.0% |