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 a limited liability company that has been SEC-registered since 2005. Public filings identify its ownership as a combination of a domestic entity and an individual, but the firm does not disclose a clear advisory classification or a public description of its business and advisory activities. Orchard Securities is not flagged as a capital allocator, pension consultant, related adviser, multi-state adviser, or an active ESG investor.
Assets & Accounts
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
Owners & executives
3 of 4
Naja Vang
ContractorCRD 6006368
Samantha Santiago-Paez
Chief Compliance OfficerCRD 4369755
Kevin Bradburn
CEOCRD 2718206
Contacts
3 of 67
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
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