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ORDERLY FINANCE
ORDERLY FINANCE, LLC
CRD 306511 · SEC 801-117809
1501 N BROADWAY, #200, WALNUT CREEK, CA, 94596, United States
Phone
415-432-9876
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$93.2M
Discretionary AUM
$90.5M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 7 | $1.5M |
| High net worth individuals | 28 | $91.6M |
All web addresses on file
Official SEC filing: View on IAPD