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ORION PORTFOLIO SOLUTIONS, LLC
CRD 107975 · SEC 801-57265
17605 WRIGHT ST, OMAHA, NE, 68130, United States
Phone
859-426-2000
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$64.84B
Discretionary AUM
$53.42B
Team
305 total employees; 47 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-06-11
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisersPORTFOLIO MANAGEMENT FOR EDUCATIONAL SAVINGS & ABLE PLANS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 166226 | $19.44B |
| High net worth individuals | 19151 | $19.47B |
| Investment companies | 11 | $10.88B |
| Pension/profit sharing plans | 1154 | $2.09B |
| Charitable organizations | 79 | $30.1M |
| State/municipal entities | 32 | $31.4M |
| Other investment advisers | 152 | $6.31B |
| Corporations/business entities | 1170 | $3.68B |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD