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OREI ADVISORS LP
OREI ADVISORS LP
AUSTIN, Texas
·
5 registered advisors
·
CRD# 284241
SEC# 801-110938
1
650-681-0185
01
Firm Overview
AUM
$1.3B
Regulatory assets under management
Employees
27
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Investment Management
Retirement Planning
04
Advisors at OREI ADVISORS LP
5 registered advisors
Cary Donald Anderson
REDWOOD CITY, California
CRD# 6029261
Christopher George Smith
REDWOOD CITY, California
CRD# 6752188
George Christopher Smith
REDWOOD CITY, California
CRD# 5937542
John Raymond Ginochio
REDWOOD CITY, California
CRD# 6823065
Shanon Bree Smith
REDWOOD CITY, California
CRD# 6749678
05
Office Locations
REDWOOD CITY, California
5 advisors
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Data sourced from SEC Form ADV filings. OREI ADVISORS LP (CRD# 284241) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.