Orion Financial Group

Overview

Orion Financial Group is an LLC-style advisory practice registered with the SEC (registered year: Unknown) and registered in Texas. The firm is individually owned and operates under an unclassified advisor profile. Its advisory work includes financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. Fee arrangements include percentage-of-AUM billing and hourly charges. The firm is not positioned as a capital allocator and is not identified as an active ESG investor. It is not designated as a multi-state adviser and is not newly formed. Industry ties include an affiliation with an insurance company, which may inform parts of its client offering or product access.

Location & Offices