O
$2.4M Total AUM
$2.4M Disc. AUM
-- 3Y CAGR
1 Employees
7 ADV. Clients
27 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-18-1999
- Office Locations
- 1
Office Locations
28goldie Rd. Youngstown OH
About Orend Investment Management, Inc.
Orend Investment Management, Inc. is a Youngstown-based RIA. The firm has been operating for 27 years. Managing $2.4M in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$2.4M AVG AUM / ADVISOR
$342.9K AVG AUM / CLIENT
27 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
27yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
No keyword tags available.
Owner & Executives
P
PAUL MICHAEL OREND
President
- CRD
- #4530229
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,400,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,400,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing