Falists
← Back to search

ORG PORTFOLIO MANAGEMENT LLC

CRD 130198 · SEC 801-62718

Visit website

3201 ENTERPRISE PARKWAY, SUITE 150, BEACHWOOD, OH, 44122, United States

Phone

216-468-0055

Fax

216-468-0054

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$6.38B

Discretionary AUM

$872.9M

Team

22 total employees; 15 advisory reps; 2 broker-dealer reps

Clients

—

Fees

Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees; PER-PROJECT FEE

Org form

Limited Liability Company

Filing date

2026-03-30

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisersINDEPENDENT FIDUCIARY SERVICE

Client types

TypeClientsAUM
Pooled investment vehicles5$556.4M
Pension/profit sharing plans5$563.5M

States served

OH

All web addresses on file

Official SEC filing: View on IAPD