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Gregory Michael Orrell

ORRELL CAPITAL MANAGMENT, INC.·LIVERMORE, California
Unclaimed Profile
2600 KITTY HAWK ROAD, LIVERMORE, CA 94551CRD# 1190768Firm CRD# 112487
01

About

Gregory Michael Orrell is a registered financial advisor based in LIVERMORE, California, affiliated with ORRELL CAPITAL MANAGMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
ORRELL CAPITAL MANAGMENT, INC.
ORRELL CAPITAL MANAGEMENT
AUM
$51M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at ORRELL CAPITAL MANAGMENT, INC. →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1190768
Firm CRD# 112487
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Gregory Michael Orrell offer?
Gregory Michael Orrell specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in LIVERMORE, California for a consultation.
What are Gregory Michael Orrell's credentials?
Gregory Michael Orrell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gregory Michael Orrell located?
Gregory Michael Orrell is based in LIVERMORE, California, working with ORRELL CAPITAL MANAGMENT, INC.. Their office serves clients in the LIVERMORE metropolitan area and surrounding communities.
How does Gregory Michael Orrell charge for services?
Gregory Michael Orrell's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ORRELL CAPITAL MANAGMENT, INC.?
ORRELL CAPITAL MANAGMENT, INC. has approximately 3 employees and manages $51M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in LIVERMORE
Henry Phillip Huff Iii — CAMBRIAN VENTURES, INC.Elizabeth Cole Mihalka — ALTAMONT WEALTH MANAGEMENT, INC.
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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