Orchard Securities, LLC
Firm details
- Headquarters
- Pleasant Grove, Utah
- CRD number
- 133378
- Registered since
- March 29, 2005
- Website
- orchardsecurities.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4
Naja Vang
ContractorCRD 6006368

Samantha Santiago-Paez
Chief Compliance OfficerCRD 4369755

Kevin Bradburn
CEOCRD 2718206
Contacts
3 of 65
Seth Lee
VP, Internal SalesCRD 5132690
Thalia Crisp
Associate Vice PresidentCRD 4292012
Davis Gallison
Senior Vice PresidentCRD 4245870
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Zions Direct, Inc.
Broker-DealerSalt Lake City , UT
Composer Securities LLC
Broker-DealerCottonwood Heights, UT
Atlas Clearing, Inc.
Broker-DealerSalt Lake City , UT
Bruce A. Lefavi Securities, Inc.
Broker-DealerSalt Lake City , UT
LRB Public Finance Advisors, Inc.
Broker-DealerSalt Lake City , UT
Gigatrade Brokerage, LLC
Broker-DealerPark City, UT