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ORCA INVESTMENT MANAGEMENT, LLC
ORCA INVESTMENT MANAGEMENT, LLC
ROSEBURG, Oregon
·
5 registered advisors
·
CRD# 144377
SEC# 801-68050
1
(541) 672-3469
01
Firm Overview
AUM
$162M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Subscription fees
Other: NEGOTIABLE PROJECT RELATED FEES
03
Specialties
Investment Management
Wealth Management
04
Advisors at ORCA INVESTMENT MANAGEMENT, LLC
5 registered advisors
Kerwin Luther Doughton
ROSEBURG, Oregon
CRD# 70917
Kimberly Sue Friel
ROSEBURG, Oregon
CRD# 5123423
Roger Keith Thomas
ROSEBURG, Oregon
CRD# 4377628
Shawn Patrick Willard
ROSEBURG, Oregon
CRD# 2430899
William George Barham
ROSEBURG, Oregon
CRD# 12438
05
Office Locations
ROSEBURG, Oregon
5 advisors
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Data sourced from SEC Form ADV filings. ORCA INVESTMENT MANAGEMENT, LLC (CRD# 144377) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.