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ORION INVESTMENT CO
CRD 110867 · SEC 801-32212
7800 FORSYTH BLVD., SUITE 820, ST LOUIS, MO, 63105, United States
Phone
314-725-3800
Fax
314-725-3802
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$443.5M
Discretionary AUM
$426.1M
Team
6 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2025-06-26
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 277 | $29.8M |
| High net worth individuals | 350 | $404.8M |
| Corporations/business entities | 6 | $3.3M |
States served
AL, GA, IL, NY, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD