Orchard Securities, LLC

Broker-DealerFINRA MemberEst. 2005
Total AUM
Advisory reps
69
Avg account
$0

Firm details

Headquarters
Pleasant Grove, Utah
CRD number
133378
Registered since
March 29, 2005

Firm profile

FINTRX

Overview

Orchard Securities, LLC is organized as a limited liability company and is registered with the SEC as an investment adviser since 2005. FINTRX classifies the firm as unclassified and lists its ownership as a combination of a domestic entity and an individual. The record flags the firm as not being a capital allocator and not an active ESG investor; it is also not identified as a multistate adviser, newly formed adviser, pension consultant, or a related adviser. The firm has not provided descriptive material about its advisory services, client segments, fee model, or specific business activities in the data available here.

Assets & Accounts

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

3 of 4
  • Naja Vang

    Naja Vang

    ContractorCRD 6006368

  • Samantha Santiago-Paez

    Samantha Santiago-Paez

    Chief Compliance OfficerCRD 4369755

  • Kevin Bradburn

    Kevin Bradburn

    CEOCRD 2718206

Unlock 1 more executives

Contacts

3 of 65
  • Seth Lee

    Seth Lee

    VP, Internal SalesCRD 5132690

  • Thalia Crisp

    Associate Vice PresidentCRD 4292012

  • Davis Gallison

    Senior Vice PresidentCRD 4245870

Unlock 62 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Pleasant Grove, UT

Utah

Location

Pleasant Grove, UT

Headquartered in Pleasant Grove, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.

Metro area
Salt Lake City-Provo-Orem, UT
Region
West
County
Utah
Address
365 S Garden Grove Ln
Time zone
MT (UTC-7)
Office locations

Similar firms