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James Walter Kyle

ORION CAPITAL MANAGEMENT INC·WINNETKA, Illinois
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750 GREEN BAY ROAD, WINNETKA, IL 60093CRD# 2203065Firm CRD# 106734
01

About

James Walter Kyle is a registered financial advisor based in WINNETKA, Illinois, affiliated with ORION CAPITAL MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Institutional Investors
03

Firm Overview

Firm
ORION CAPITAL MANAGEMENT INC
ORION CAPITAL MANAGEMENT INC
AUM
$150M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at ORION CAPITAL MANAGEMENT INC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Other: PERCENTAGE OF NET SALES VALUES OF MUTUAL FUNDS/THIRD PARTY FEES
Regulatory
SEC/IARD CRD# 2203065
Firm CRD# 106734
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Walter Kyle offer?
James Walter Kyle specializes in Investment Management. Contact their office in WINNETKA, Illinois for a consultation.
What are James Walter Kyle's credentials?
James Walter Kyle is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Walter Kyle located?
James Walter Kyle is based in WINNETKA, Illinois, working with ORION CAPITAL MANAGEMENT INC. Their office serves clients in the WINNETKA metropolitan area and surrounding communities.
How does James Walter Kyle charge for services?
James Walter Kyle's firm is compensated through percentage of aum, other: percentage of net sales values of mutual funds/third party fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ORION CAPITAL MANAGEMENT INC?
ORION CAPITAL MANAGEMENT INC has approximately 6 employees and manages $150M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in WINNETKA
Roslyn O'connor — ORION CAPITAL MANAGEMENT INCJames Walter Kyle — ORION CAPITAL MANAGEMENT INCNancy Johnson Jones — WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLCDaniel Irwin Warsh — WARBERG ASSET MANAGEMENT LLCJulia A. Kyle — ORION CAPITAL MANAGEMENT INC
Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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