Orbis Investments (U.S), LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
23
Avg account
$0

Firm details

Headquarters
Portland, Maine
CRD number
172663
Registered since
November 28, 2014

Firm profile

FINTRX

Overview

Orbis Investments (U.S), LLC is organized as a limited liability company and is identified in the data as a domestic entity with an individual owner. The dataset classifies the firm as unclassified and provides only limited self-reported attributes rather than a detailed description of business lines or client segments. The firm reports that it is not a capital allocator, does not position itself as an active ESG investor, and does not identify as a multi-state adviser, pension consultant, related adviser, or a newly formed adviser. No information about specific advisory activities, fee schedules, or client types was provided.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Jennifer Brunner

    Jennifer Brunner

    Managing Director, Chief Compliance OfficerCRD 1137783

  • Susan La Fond

    Susan La Fond

    Managing Director, Chief Compliance OfficerCRD 4512785

Contacts

3 of 21
  • Tariq Akbar

    Tariq Akbar

    ConsultantCRD 5245852

  • Steven Swierczewski

    Steven Swierczewski

    Senior Client ManagerCRD 3089595

  • Mildred Dorta

    Mildred Dorta

    Registered RepresentativeCRD 1725723

Unlock 18 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Portland, ME

Cumberland

Location

Portland, ME

Headquartered in Portland, ME, anchoring the Portland-Lewiston-South Portland, ME metro in the Northeast.

Metro area
Portland-Lewiston-South Portland, ME
Region
Northeast
County
Cumberland
Address
190 Middle St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth