ORRERY INVEST
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
FINTRXOverview
Orrery Invest operates as a limited liability company, primarily engaging in portfolio management for pooled investment vehicles. The firm focuses on real estate brokerage as part of its business activities. While it does not identify as an active ESG investor, it maintains a straightforward fee structure based on a percentage of assets under management and performance-based fees. Orrery Invest does not classify itself as a capital allocator and does not serve as a pension consultant.
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
Contacts
1 of 1ANDREW MCALLISTER
Executive DirectorCRD 5616480
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
FINANCIAL TRUST ASSET MANAGEMENT CHARTERED
RIABOCA RATON, FL
SIKES FINANCIAL SERVICES, LLC
RIABOCA RATON, FL
SINGER WEALTH ADVISORS LLC
RIABOCA RATON, FL
WHITESTAR ADVISORS, LLC
RIABOCA RATON, FL
DAWSON JAMES ASSET MANAGEMENT, INC.
RIABOCA RATON, FL
JKM WEALTH MANAGEMENT INC
RIABOCA RATON, FL