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Orion Portfolio Solutions, LLC

● SEC registered since 2000CRD 107975SEC# 801-57265Omaha, NE
Export (members)
Reg. AUM
$57.66B
Employees
350
Accounts
203,878
Location
Omaha, NE

Orion Portfolio Solutions, LLC assets under management

Orion Portfolio Solutions, LLC is a registered investment adviser overseen by the SEC based in Omaha, NE. The firm has been registered since 2000. It reports $57.7 billion in regulatory assets under management and employs 350 people.
www.destinationsfunds.comView on SEC.gov ↗

Orion Portfolio Solutions, LLC owners & executives

23 reported
NameTitleOwnershipSince
Kylee Marie Beach ControlChief Legal Officer/SecretaryUnder 5%2020
Mark Andrew Audrain ControlChief Compliance OfficerUnder 5%2023
Mark Kevin Mayo ControlChief Financial OfficerUnder 5%2024
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Frequently asked questions

How much does Orion Portfolio Solutions, LLC manage?

Orion Portfolio Solutions, LLC reports $57.7 billion in regulatory assets under management on its Form ADV.

How many employees does Orion Portfolio Solutions, LLC have?

Orion Portfolio Solutions, LLC reports 350 employees.

Where is Orion Portfolio Solutions, LLC located?

Orion Portfolio Solutions, LLC is based in Omaha, NE and has been SEC-registered since 2000.

Does Orion Portfolio Solutions, LLC disclose fund performance?

Orion Portfolio Solutions, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address17605 Wright St, Omaha, NE 68130
Phone859-426-2000
Office hours8:30 a.m. - 5:00 p.m.
SEC regionDenver Regional Office (DRO)
CIK1802647
Discloses disciplinary historyNo

Assets under management

Discretionary$50.66B
Non-discretionary$7B
Total (RAUM)$57.66B