CALDWELL & ORKIN INC

NORCROSS, Georgia·1 registered advisor·CRD# 105366
SEC# 801-17451678-533-7850
01

Firm Overview

AUM
$73M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Investment ManagementRetirement Planning
04

Advisors at CALDWELL & ORKIN INC

1 registered advisor
David Robert Bockel
NORCROSS, Georgia
CFP
05

Office Locations

NORCROSS, Georgia
1 advisor

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Data sourced from SEC Form ADV filings. CALDWELL & ORKIN INC (CRD# 105366) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.