Orion Portfolio Solutions is an investment advisor in Omaha with $14.19 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
300124326
SEC advisor number
801-57265
FINRA CRD number
107975
AUM ?
$53.28 bn
(as of 29 Jan 24)
Accounts
176,366
(as of 29 Jan 24)
Employees
326
(72 investment advisory or research)
Address
Orion Portfolio Solutions
17605 WRIGHT STREET
OMAHA
NE 68130
17605 WRIGHT STREET
OMAHA
NE 68130
Phone
800-379-2513
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
9 Feb 24
13F-HR
Quarterly holdings report by institutional manager
1 Nov 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
30 Aug 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
17 Aug 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
8 Feb 23
13F-HR
Quarterly holdings report by institutional manager
9 Nov 22
13F-HR
Quarterly holdings report by institutional manager
14 Jul 22
13F-HR
Quarterly holdings report by institutional manager
19 May 22