Orrery Invest
Firm details
- Headquarters
- Boca Raton, Florida
- CRD number
- 333323
- Website
- orreryinvest.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Orrery Invest operates as a limited liability company and is registered as an independent registered investment adviser. The firm is owned by an individual and combines advisory work with real estate brokerage activity. Its advisory scope explicitly includes portfolio management for pooled investment vehicles, and its compensation model mixes a percentage-of-assets-under-management fee with performance-based fees. The record indicates Orrery Invest does not identify as an active ESG investor, is not registered as a multi-state adviser, and does not position itself as a pension consultant or a related adviser. The year of SEC registration is not listed in the available data.
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
Contacts
1 of 1
Andrew Mcallister
Executive DirectorCRD 5616480
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Boca Raton, FL
Palm Beach
Location
Boca Raton, FL
Headquartered in Boca Raton, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Palm Beach
- Address
- 6501 Park Of Commerce Blvd
- Time zone
- ET (UTC-5)
- Office locations
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