ANTHONY J. ORLANDO INC.

Overview

Anthony J. Orlando Inc. is an independent registered investment adviser operating as a corporation under individual ownership. The firm serves both individual and family clients as well as institutional relationships and blends fee-based advisory work with commission-based activities through its status as a registered representative and an insurance broker. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, and pension consulting. Investment activity skews toward pooled public vehicles: the firm’s asset base is concentrated in mutual funds and other public funds, which it uses as core building blocks for client portfolios. Alternative exposure is limited but intentional — the firm allocates to real estate-focused strategies and REITs alongside its public fund allocations. Most client relationships appear to be managed on a non-discretionary basis, reflecting a model that combines advisory planning, brokerage execution and insurance solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices