ORION-ARCHSTONE ASSET MANAGEMENT INC.
Firm details
- Headquarters
- New York, New York
- CRD number
- 286225
- Website
- www.orionam.lt
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Orion-Archstone Asset Management Inc. is an independent, owner-operated registered investment adviser serving individual and family clients. The firm acts as a capital allocator and offers a mix of advisory services that include financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. It charges clients via a combination of percentage-of-AUM fees, hourly billing, and fixed fees. The firm indicates it is not an active ESG investor and is not registered as a multi-state adviser.
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
Asset composition
- Cash & Cash Equivalents55%
- Exchange Traded Equities40%
- Derivatives5%
Contacts
1 of 1PETER SHIFTOURI
Trading Systems EngineerCRD 5027930
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- Co Studio By Tishmanspeyer Park Ave
- Time zone
- ET (UTC-5)
- Office locations
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