Orbis Investments (U.S), LLC

Broker-DealerFINRA MemberEst. 2014
Total AUM
—
Advisory reps
23
Avg account
$0

Firm details

Headquarters
Portland, Maine
CRD number
172663
Registered since
November 28, 2014

Firm profile

FINTRX

Overview

Orbis Investments (U.S), LLC is structured as a limited liability company and has been SEC-registered since 2014. The firm is owned by a domestic entity and an individual. Publicly reported classifications are sparse: it is listed as "unclassified" and does not identify itself as a capital allocator, a multi-state adviser, a pension consultant, or a related adviser. The firm also does not report being an active ESG investor. No details on its advisory services, fee schedules, client segments, or core business activities were provided in the source data.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Jennifer Brunner

    Jennifer Brunner

    Managing Director, Chief Compliance OfficerCRD 1137783

  • Susan La Fond

    Susan La Fond

    Managing Director, Chief Compliance OfficerCRD 4512785

Contacts

3 of 21
  • Tariq Akbar

    Tariq Akbar

    ConsultantCRD 5245852

  • Steven Swierczewski

    Steven Swierczewski

    Senior Client ManagerCRD 3089595

  • Mildred Dorta

    Mildred Dorta

    Registered RepresentativeCRD 1725723

Unlock 18 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Portland, ME

Cumberland

Location

Portland, ME

Headquartered in Portland, ME, anchoring the Portland-Lewiston-South Portland, ME metro in the Northeast.

Metro area
Portland-Lewiston-South Portland, ME
Region
Northeast
County
Cumberland
Address
190 Middle St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth