CRD: 286225
Orion-Archstone Asset Management Inc.
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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-03-2017
- Office Locations
- 1
Office Locations
About Orion-Archstone Asset Management Inc.
Orion Wealth Management helps financial advisors deliver scalable investment management with integrated Advisor Portal technology for proposals and behavioral-finance-driven planning. The platform offers third-party managers and Brinker Capital proprietary strategies, institutional due diligence, UMA portfolios, OCIO, and custom indexing that brings proposal generation, trading, and reporting together. Behavioral finance tools are embedded across the tech and investment suite to support client engagement.
Team overview
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CRM
Custodian
Investment Themes
Investment Vehicles
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Owner & Executives
PETER SHIFTOURI
Chief Executive Officer
- CRD
- #5027930
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,800,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,800,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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