Unclaimed Profile

Gregg Lawrence Orley

O2 INVESTMENT PARTNERS, LLC·BLOOMFIELD HILLS, Michigan

Clean recordO2 INVESTMENT PARTNERS, LLC

40900 WOODWARD AVE, BLOOMFIELD HILLS, MI 48304CRD# 7041220Firm CRD# 291435

Profile Verification

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

Identity

Gregg Lawrence Orley · BLOOMFIELD HILLS, MI

Registration

CRD #7041220 · O2 INVESTMENT PARTNERS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

O2 INVESTMENT PARTNERS, L.P.

AUM

$1.1B

Regulatory assets under management

Employees

Total firm employees

View all advisors at O2 INVESTMENT PARTNERS, L.P. →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 7041220

Firm CRD# 291435

View on FINRA BrokerCheck →

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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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