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ORR, BRAD L.
IN TOUCH FINANCIAL MANAGEMENT LLC
CRD 140093 · SEC 801-66486
5830 E. 2ND STREET, CASPER, WY, 82609, United States
Phone
307-262-4450
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$26.9M
Discretionary AUM
$26.9M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 73 | $12.2M |
| High net worth individuals | 10 | $14.7M |
Official SEC filing: View on IAPD