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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-30-2024
- Office Locations
- 1
Office Locations
About Ortman Finances, LLC
Ortman Finances, LLC is an independent, fee-only RIA (South Dakota) delivering virtual financial planning and optional standalone investment management for young professionals, families, couples, and entrepreneurs nationwide. Work typically includes organizing cash flow and debt (including student loans), refining investment strategy, and planning around taxes, retirement accounts, insurance, and major life goals. Uses low-cost, diversified portfolios and offers no account minimums.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Trey Ortman
Chief Compliance Officer, FOUNDER, Owner
- CRD
- #7925633
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $458,661 | -- |
| Non-Discretionary | $0 | -- |
| Total | $458,661 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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