Orchard Securities, LLC

Broker-DealerFINRA MemberEst. 2005
Total AUM
Advisory reps
66
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 listed in FINTRX as an SEC-registered adviser since 2005. The platform classifies ownership as a domestic entity/individual and does not assign the firm to a standard classification category. FINTRX flags the firm as not functioning as a capital allocator and not identifying as an active ESG investor. It is also recorded as not being a multi-state adviser, not newly formed, and not a pension consultant or related adviser. FINTRX does not supply detail on Orchard Securities’ advisory services, fee schedules, client segments, or specific investment mandates. The public record available through FINTRX is therefore limited to high-level firm attributes rather than descriptive information about how the firm structures client relationships or constructs portfolios.

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

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Client base

Client personas

Owners & executives

3 of 4
  • Samantha Santiago-Paez

    Samantha Santiago-Paez

    Chief Compliance OfficerCRD 4369755

  • Kevin Bradburn

    Kevin Bradburn

    CEOCRD 2718206

  • Franklin Pasterczyk

    President/CEOCRD 1907271

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Contacts

3 of 62
  • Christine Vandrovec

    Christine Vandrovec

    Vice President, Strategic AccountsCRD 4761110

  • Eric Burnside

    Marketing ManagerCRD 4795878

  • Collin Garrett

    OperationsCRD 7992229

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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