ORINDA ASSET MANAGEMENT LLC

LAFAYETTE, California·2 registered advisors·CRD# 154908
SEC# 801-721260925-253-1300
01

Firm Overview

AUM
$171M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (pooled investments)
Other
Compensation
Percentage of AUM
Other: MARKETING SUPPORT SERVICES FEE
03

Specialties

Investment Management
04

Advisors at ORINDA ASSET MANAGEMENT LLC

2 registered advisors
Brian Joseph Pawlowicz
LAFAYETTE, California
ChFC
Craig Martin Kirkpatrick
LAFAYETTE, California
05

Office Locations

LAFAYETTE, California
2 advisors

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Data sourced from SEC Form ADV filings. ORINDA ASSET MANAGEMENT LLC (CRD# 154908) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.