Orchard Securities, LLC
Firm details
- Headquarters
- Pleasant Grove, Utah
- CRD number
- 133378
- Registered since
- March 29, 2005
- Website
- orchardsecurities.com
Firm profile
FINTRXOverview
Orchard Securities, LLC is organized as a limited liability company and is listed in FINTRX as an SEC-registered adviser since 2005. The platform classifies ownership as a domestic entity/individual and does not assign the firm to a standard classification category. FINTRX flags the firm as not functioning as a capital allocator and not identifying as an active ESG investor. It is also recorded as not being a multi-state adviser, not newly formed, and not a pension consultant or related adviser. FINTRX does not supply detail on Orchard Securities’ advisory services, fee schedules, client segments, or specific investment mandates. The public record available through FINTRX is therefore limited to high-level firm attributes rather than descriptive information about how the firm structures client relationships or constructs portfolios.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4
Samantha Santiago-Paez
Chief Compliance OfficerCRD 4369755

Kevin Bradburn
CEOCRD 2718206
Franklin Pasterczyk
President/CEOCRD 1907271
Contacts
3 of 62
Christine Vandrovec
Vice President, Strategic AccountsCRD 4761110
Eric Burnside
Marketing ManagerCRD 4795878
Collin Garrett
OperationsCRD 7992229
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Pleasant Grove, UT
Utah
Location
Pleasant Grove, UT
Headquartered in Pleasant Grove, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- Utah
- Address
- 365 S Garden Grove Ln
- Time zone
- MT (UTC-7)
- Office locations
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