CRD: 144346
Orchestral Financial Group Inc.
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-16-2007
- Office Locations
- 1
Office Locations
About Orchestral Financial Group Inc.
Orchestral Financial Group is an Amherst, NY-based RIA providing discretionary investment management and team-based fiduciary financial planning. Investment approach centers on portfolio construction and asset allocation using ETFs and mutual funds, with capabilities across alternatives/real assets and risk management. Primarily serves retail clients including business owners; custodies with Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MICHAEL JAY BIRENBACH
Certified Financial Planner, Chief Compliance Officer, President
- CRD
- #2608519
- Ownership
- 50% but less than 75%
Showing 1 of 1 owners & executives
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Daniel F. Webster
Investment Advisor
- CRD
- #7424991
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,819,402 | -- |
| Non-Discretionary | $309,225 | -- |
| Total | $14,128,627 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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