DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
Home > Financial Advisors > texas > dallas
ORCHID ADVISORY
Tel: 704-763-2776
4801 W Lovers Ln Dallas, Texas 75209
ORCHID ADVISORY
ORCHID ADVISORY is a Dallas, Texas based financial advisory firm with nearly $266,248,728 in assets under management and provides investment advisory services for 69 clients. There are currently 6 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
327750
SEC#:
801-128761
No. of Clients:
69
Assets under Management
$266,248,728
No. of Advisors:
6
More Financial Advisory Firms in Dallas, Texas
| Financial Advisory Firm | Firm CRD# | No. of Advisors |
|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 106482 | 1166 |
| FISHER INVESTMENTS | 107342 | 4065 |
| VICTORY CAPITAL MANAGEMENT INC. | 106189 | 481 |
| TPG GLOBAL ADVISORS, LLC | 159732 | 1036 |
| NB ALTERNATIVES ADVISERS LLC | 149822 | 319 |
| TPG CAPITAL ADVISORS, LLC | 159738 | 361 |
More Firms in Dallas, Texas >>