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ORANGE INVESTMENT ADVISORS, INC.
CRD 107387 · SEC 801-48913
117 GRAND STREET, 2ND FLOOR, GOSHEN, NY, 10924, United States
Phone
845-294-6127
Fax
845-294-1438
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.67B
Discretionary AUM
$1.47B
Team
18 total employees; 8 advisory reps; 6 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees; PLAN ASSETS UNDER ADVISEMENT
Org form
Corporation
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)Pension consultingSelection of other advisersINVESTMENT AND 1031 EXCHANGE CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 937 | $295.7M |
| High net worth individuals | 370 | $973.1M |
| Investment companies | 1 | $61.0M |
| Pension/profit sharing plans | 9 | $21.2M |
| Charitable organizations | 21 | $121.2M |
| State/municipal entities | 8 | $15.5M |
| Corporations/business entities | 45 | $180.7M |
States served
VT, CA, CO, LA, MD, MA, NE, NJ, NY, NC, PA, SC, TN, VA, WA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD