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$5.2M Total AUM
$5.2M Disc. AUM
-- 3Y CAGR
1 Employees
14 ADV. Clients
25 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- First Clearing ยท Trade-PMR
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-08-2001
- Office Locations
- 1
Office Locations
-- Tampa FL
About ORR Financial, LLC
ORR Financial, LLC is a Tampa-based RIA. The firm has been operating for 25 years. Managing $5.2M in total assets under management, with 1 advisory representatives. They custody assets with First Clearing and Trade-PMR.
Team overview
-- AVG AGE
$5.2M AVG AUM / ADVISOR
$371.2K AVG AUM / CLIENT
25.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
25yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
H
HARRY BRAZELL ORR JR
Chief Compliance Officer, Director, Managing Member
- CRD
- #2592269
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,196,581 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,196,581 | -- |
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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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