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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-18-1999
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 7 clients, or 7 clients per representative. That equates to $342.9K in reported AUM per client.
The profile lists 1 reported office location and 27 years in operation. The source data was last updated on March 20, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
No additional data categories are currently listed.
Owner & Executives
PAUL MICHAEL OREND
President
- CRD
- #4530229
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,400,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,400,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Orend Investment Management, Inc. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.