$17.4M Total AUM
$17.4M Disc. AUM
-- 3Y CAGR
2 Employees
57 ADV. Clients
2 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-13-2024
- Office Locations
- 1
Office Locations
141 Cooper RD Voorhees NJ
About Orion Financial Advisors
Orion Financial Advisors is a fiduciary, independent, state-registered RIA providing customized financial plans and investment management for individuals and families, with a focus on retirement income planning, advanced tax strategies, legacy planning, and insurance optimization. Portfolios are primarily implemented with ETFs, and the firm supports client education through workshops and webinars.
Team overview
33 AVG AGE
$8.7M AVG AUM / ADVISOR
$305.9K AVG AUM / CLIENT
2.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
A
ANDREW FOUAD GHAZAL
Chief Executive Officer, Financial Consultant
- CRD
- #5962418
- Ownership
- 75% or more
Available
Available
Available
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D
David John Badecki
--
- CRD
- #7383443
Available
Available
Available
M
MARK GHAZAL
--
- CRD
- #4846623
Available
Available
Available
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,438,433 | -- |
| Non-Discretionary | $0 | -- |
| Total | $17,438,433 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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