Orchard Securities, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
73
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 recorded as a limited liability company with ownership tied to a domestic entity and an individual. Publicly available profile fields are sparse: the firm is classified as "Unclassified" in the data snapshot, is not identified as a capital allocator, and is not marked as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The dataset includes few details on advisory activities, fee schedule, or client segments, which limits the ability to characterize the firm's client focus or service model beyond its basic corporate form.

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

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Contacts

3 of 69
  • Seth Lee

    Seth Lee

    VP, Internal SalesCRD 5132690

  • Thalia Crisp

    Associate Vice PresidentCRD 4292012

  • Devin Benton

    Devin Benton

    Registered RepresentativeCRD 4186538

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth