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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-26-2024
- Office Locations
- 1
Office Locations
About Orbit Financial Planning AND Investments
Orbit Financial Planning and Investments (OFPI) is an independent, fee-based fiduciary led by a Certified Financial Planner® with 20+ years in wealth management. The firm delivers retirement-focused financial planning and portfolio management, plus business support (retirement plans, cash management) for entrepreneurs and clients with complex needs such as stock options and pensions/401(k). OFPI emphasizes private equity/venture capital opportunities and custodies with Charles Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
Achim von Bodman
Owner
- CRD
- #4929546
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,736,755 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,736,755 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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