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ORIGIN INVESTMENT ADVISORY LLC

CRD 305353 · SEC 801-120236

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VT, United States

Phone

6172273825

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$34.7M

Discretionary AUM

$2.2M

Team

41 total employees; 40 advisory reps; 6221 broker-dealer reps

Clients

More than 500

Fees

Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-26

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals7591$34.7M

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