Orser Investment Advisors, Inc.
RIASEC Registered
Total AUM
$40M
Discretionary
$39.7M
99% of AUM
Avg account
$244K
Accounts
164
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 114546
- Website
- www.orserinvestment.com
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI53.21%
- Individuals46.79%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Orser Investment Advisors, Inc. is an individually owned registered investment adviser that focuses on portfolio management for individuals, families and small businesses, as well as for business or institutional clients. The firm primarily operates on a discretionary basis and charges clients a combination of a percentage of assets under management and hourly fees. It does not identify as an ESG-focused or multi-state adviser in the source data.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Exchange Traded Equities69%
- Cash & Cash Equivalents21%
- US Government Bonds10%
Contacts
1 of 1
Julie Orser Odermatt
President and FounderCRD 1190962
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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