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Gregory Michael Orrell

ORRELL CAPITAL MANAGMENT, INC.·LIVERMORE, California
Series 7, Series 24, Series 63, Series 65Clean record8 years registeredORRELL CAPITAL MANAGMENT, INC.
2600 KITTY HAWK ROAD, LIVERMORE, CA 94551CRD# 1190768Firm CRD# 112487

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gregory Michael Orrell · LIVERMORE, CA
Registration
CRD #1190768 · ORRELL CAPITAL MANAGMENT, INC. · 8 years registered
Brand Profile
Not yet started
01

Career History

ORRELL CAPITAL MANAGEMENT
Mar 2018 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 24
Series 63
Series 65
Registration record
First registered · March 12, 2018
Years registered · 8
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ORRELL CAPITAL MANAGMENT, INC.
CRD 112487 · SEC 801-38997
AUM
$51M
Regulatory assets under management
Employees
3
2 client accounts
Services offered by ORRELL CAPITAL MANAGMENT, INC.
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Pension & Retirement Plans
View all advisors at ORRELL CAPITAL MANAGMENT, INC. →
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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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