ORBITAL MANAGEMENT
Firm details
- Headquarters
- ARDMORE, Pennsylvania
- CRD number
- 331602
- Custodians
- CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI95.07%
- Individuals4.93%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Orbital Management is a small, owner-operated limited liability company that provides portfolio management for individuals and small businesses. The firm charges clients on a percentage-of-assets-under-management basis and focuses on private client work rather than institutional or pension consulting. It does not identify as an active ESG investor and is not listed as a multi-state or related adviser; its business model centers on discretionary portfolio management for individual and family clients.
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
- Public Funds/Mutual Funds92%
- Cash & Cash Equivalents5%
- Exchange Traded Equities2%
- State & Local Bonds2%
Contacts
1 of 1JONATHAN LIGGETT
ConsultantCRD 5919219
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ARDMORE, PA
DELAWARE
Location
ARDMORE, PA
Headquartered in ARDMORE, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- DELAWARE
- Address
- 40 E Montgomery Ave
- Time zone
- ET (UTC-5)
- Office locations
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