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Gregg Lawrence Orley

O2 INVESTMENT PARTNERS, LLC·BLOOMFIELD HILLS, Michigan
Unclaimed Profile
40900 WOODWARD AVE, BLOOMFIELD HILLS, MI 48304CRD# 7041220Firm CRD# 291435
01

About

Gregg Lawrence Orley is a registered financial advisor based in BLOOMFIELD HILLS, Michigan, affiliated with O2 INVESTMENT PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
O2 INVESTMENT PARTNERS, L.P.
O2 INVESTMENT PARTNERS, L.P.
AUM
$1.1B
Regulatory assets under management
Employees
22
Total firm employees
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7041220
Firm CRD# 291435
No disclosures on file
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Frequently Asked Questions

What services does Gregg Lawrence Orley offer?
Gregg Lawrence Orley specializes in Retirement Planning. Contact their office in BLOOMFIELD HILLS, Michigan for a consultation.
What are Gregg Lawrence Orley's credentials?
Gregg Lawrence Orley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gregg Lawrence Orley located?
Gregg Lawrence Orley is based in BLOOMFIELD HILLS, Michigan, working with O2 INVESTMENT PARTNERS, LLC. Their office serves clients in the BLOOMFIELD HILLS metropolitan area and surrounding communities.
How does Gregg Lawrence Orley charge for services?
Gregg Lawrence Orley's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is O2 INVESTMENT PARTNERS, LLC?
O2 INVESTMENT PARTNERS, LLC has approximately 22 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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