ORCHARD SECURITIES, LLC

Broker-DealerFINRA MemberEst. 2005
Total AUM
Advisory reps
63
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 has been SEC-registered since 2005. Ownership is listed as both a domestic entity and an individual. In the FINTRX snapshot the firm is categorized as unclassified; it is not identified as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The dataset does not include details on the firm’s client segments, fee schedule, or specific advisory activities.

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

2 of 2
  • KEVIN BRADBURN

    CEOCRD 2718206

  • ADRIENNE HART

    President and Chief Executive OfficerCRD 1510179

Contacts

3 of 61
  • DAVID GUNNELS

    Registered RepresentativeCRD 4634419

  • ERIC BURNSIDE

    Marketing ManagerCRD 4795878

  • Collin Garrett

    OperationsCRD 7992229

Unlock 58 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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth