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Craig Martin Kirkpatrick

ORINDA ASSET MANAGEMENT LLC·LAFAYETTE, California
SIE, Series 7, Series 22, Series 24, Series 26, Series 63Clean recordORINDA ASSET MANAGEMENT LLC
3658 MT DIABLO BLVD STE 220, LAFAYETTE, CA 94549-4006CRD# 1414873Firm CRD# 154908

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Craig Martin Kirkpatrick · LAFAYETTE, CA
Registration
CRD #1414873 · ORINDA ASSET MANAGEMENT LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 22
Series 24
Series 26
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
ORINDA ASSET MANAGEMENT LLC
CRD 154908 · SEC 801-72126
AUM
$171M
Regulatory assets under management
Employees
6
1 client accounts
Services offered by ORINDA ASSET MANAGEMENT LLC
Per Form ADV
Portfolio management (pooled investments)
Other
Client types served by the firm
Per Form ADV
Institutional Investors
View all advisors at ORINDA ASSET MANAGEMENT LLC →
Introduction

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04

Frequently Asked Questions

What services does Craig Martin Kirkpatrick offer?
Craig Martin Kirkpatrick specializes in Investment Management. Contact their office in LAFAYETTE, California for a consultation.
What are Craig Martin Kirkpatrick's credentials?
Craig Martin Kirkpatrick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Craig Martin Kirkpatrick located?
Craig Martin Kirkpatrick is based in LAFAYETTE, California, working with ORINDA ASSET MANAGEMENT LLC. Their office serves clients in the LAFAYETTE metropolitan area and surrounding communities.
How does Craig Martin Kirkpatrick charge for services?
Craig Martin Kirkpatrick's firm is compensated through percentage of aum, other: marketing support services fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ORINDA ASSET MANAGEMENT LLC?
ORINDA ASSET MANAGEMENT LLC has approximately 6 employees and manages $171M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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