ORCHARD FINANCIAL

ORCHARD FINANCIAL GROUP LLC

CRD 300320

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98 SAN JACINTO BLVD #400, AUSTIN, TX, 78701, United States

Phone

512-655-3444

Fax

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Registration

— (—)

Source

State registered

Total AUM

$21.7M

Discretionary AUM

$21.7M

Team

2 total employees; 1 advisory reps; 23 broker-dealer reps

Clients

51-100

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-30

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars

Client types

Type	Clients	AUM
Individuals	44	$7.8M
High net worth individuals	19	$14.0M

All web addresses on file

https://www.facebook.com/orchardfinancialgroup
https://www.orchardfinancial.com
https://www.linkedin.com/company/orchardfinancialgroup
https://www.instagram.com/orchardfinancial

Official SEC filing: View on IAPD