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ORCA INVESTMENT MANAGEMENT, LLC

Tel: (503)582-9500
6 Centerpointe Drive
Suite 300
Lake Oswego, Oregon  97035

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ORCA INVESTMENT MANAGEMENT, LLC

ORCA INVESTMENT MANAGEMENT, LLC is a Lake Oswego, Oregon based financial advisory firm with nearly $162,109,119 in assets under management and provides investment advisory services for 557 clients. There are currently 7 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients

Fee Structure:

A percentage of AUM, Fixed fees, Other (NEGOTIABLE PROJECT RELATED FEE

Firm CRD#:

144377

SEC#:

801-68050

No. of Clients:

557

Assets under Management

$162,109,119

No. of Advisors:

7

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