Orrery Invest

RIASEC & State Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Boca Raton, Florida
CRD number
333323
Fee structure
Percentage of AUM, Performance Based Fees
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Orrery Invest operates as a limited liability company and is registered as an independent registered investment adviser. The firm is owned by an individual and combines advisory work with real estate brokerage activity. Its advisory scope explicitly includes portfolio management for pooled investment vehicles, and its compensation model mixes a percentage-of-assets-under-management fee with performance-based fees. The record indicates Orrery Invest does not identify as an active ESG investor, is not registered as a multi-state adviser, and does not position itself as a pension consultant or a related adviser. The year of SEC registration is not listed in the available data.

Investments & Alternatives

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

Contacts

1 of 1
  • Andrew Mcallister

    Andrew Mcallister

    Executive DirectorCRD 5616480

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

FINTRX

Location

Primary office

Boca Raton, FL

Palm Beach

Location

Boca Raton, FL

Headquartered in Boca Raton, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Palm Beach
Address
6501 Park Of Commerce Blvd
Time zone
ET (UTC-5)
Office locations

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