Unclaimed Profile

James Walter Kyle

ORION CAPITAL MANAGEMENT INC·WINNETKA, Illinois

Clean recordORION CAPITAL MANAGEMENT INC

750 GREEN BAY ROAD, WINNETKA, IL 60093CRD# 2203065Firm CRD# 106734

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Walter Kyle · WINNETKA, IL

Registration

CRD #2203065 · ORION CAPITAL MANAGEMENT INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Investment Management

Client Types

Individuals

Institutional Investors

Introduction

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Firm Overview

Firm

ORION CAPITAL MANAGEMENT INC

AUM

$150M

Regulatory assets under management

Employees

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

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

View on FINRA BrokerCheck →

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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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