Orion Financial Advisors
Firm details
- Headquarters
- Voorhees, New Jersey
- CRD number
- 328757
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Orion Financial Advisors is a privately held limited liability company that serves individual and family clients. The firm operates on a percentage-of-assets fee model and combines portfolio management for individuals and small businesses with educational seminars and workshops. It also conducts insurance brokerage and other financial product sales as part of its business activities. The adviser is individually owned, is not a multi-state or pension consultant adviser, and is not active on ESG investing.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities97%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1
Andrew Ghazal
CEOCRD 5962418
Contacts
2 of 2Mark Ghazal
Financial AdvisorCRD 4846623
David Badecki
Financial AdvisorCRD 7383443
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Voorhees, NJ
Camden
Location
Voorhees, NJ
Headquartered in Voorhees, NJ, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Camden
- Address
- 141 Cooper Rd
- Time zone
- ET (UTC-5)
- Office locations
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