O
CRD: 140093
ORR, Brad L.
Casper, WY, 82609
3072624450
$26.9M Total AUM
$26.9M Disc. AUM
-- 3Y CAGR
1 Employees
83 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-31-2017
- Office Locations
- 1
Office Locations
5830 E. 2ND Street Casper WY
About ORR, Brad L.
ORR, Brad L. is a Casper-based RIA. The firm has been operating for 8 years. Managing $26.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and TD Ameritrade. Services offered include Asset Management, Estate Planning, Insurance.
Team overview
-- AVG AGE
$26.9M AVG AUM / ADVISOR
$324.5K AVG AUM / CLIENT
8.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
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Asset Classes
Insight vertex Vector
Investment Themes
Focus Glacier value
Investment Vehicles
Pathway
Services
Catalyst ridge Fusion Beacon frontier Peak
Owner & Executives
B
BRAD LEE ORR
Chief Compliance Officer, Financial Advisor, General Partner
- CRD
- #4280782
- Ownership
- 75% or more
(248) 690-2019
pathway.vertex@oakcapital.com
in linkedin.com/in/harbor-frontier
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,932,892 | $93,560 |
| Non-Discretionary | $0 | -- |
| Total | $26,932,892 | $93,560 |
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Separately Managed Accounts
Total SMA Asset: $26,932,892
Equity - Exchange:
68.5% Cash:
31.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $4,378,441,237 | 68.5% |
| Cash | $2,013,443,781 | 31.5% |
| Total | $6,391,885,018 | 100.0% |