Orchard Advisors
Firm details
- Headquarters
- ,
- CRD number
- 284061
- Registered since
- December 11, 2020
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals73.33%
- HNWI25.92%
- Charitable Organizations0.75%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Orchard Advisors is an independent registered investment adviser organized as an LLC and SEC-registered in 2020. Ownership is held at the individual level and the firm serves individuals and families, along with some small-business clients. Its stated advisory activity is portfolio management for individuals and small businesses, and it charges clients on a percentage-of-AUM basis with the option of hourly billing for certain engagements. The firm is not positioned as a capital allocator, does not identify as an active ESG investor, and does not advertise pension consulting or related-adviser services.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities90%
- Cash & Cash Equivalents10%
Contacts
3 of 3
Andrew Nardella
Business OwnerCRD 1799354
David Connelly
Registered Investment AdviserCRD 4668544
Stephen Abbe
Director of Business DevelopmentCRD 7561585
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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