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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-24-2016
- Office Locations
- 1
Office Locations
About Orchard Advisors
Orchard Advisors works with enterprises and enterprising leaders to build strategic clarity and drive disciplined execution, while also providing investment advisory services for business owners and entrepreneurs. The firm focuses on portfolio construction and asset management with an ETF-centric approach, and operates as a small, boutique RIA (NY-based) that can be a nimble partner for distribution teams.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ANDREW PAUL NARDELLA
Chief Compliance Officer, Chief Executive Officer, Chief Financial Officer, Chief Legal Officer, Chief Operating Officer
- CRD
- #1799354
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Stephen Thomas Abbe
Registered Investment Advisor
- CRD
- #7561585
DAVID P CONNELLY
--
- CRD
- #4668544
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $65,785,599 | $245,469 |
| Non-Discretionary | $23,431,669 | $325,440 |
| Total | $89,217,268 | $262,404 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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