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ORINDA ASSET MANAGEMENT LLC
ORINDA ASSET MANAGEMENT LLC
LAFAYETTE, California
·
6 registered advisors
·
CRD# 154908
SEC# 801-72126
0
925-253-1300
01
Firm Overview
AUM
$171M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
6
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
6 registered advisors
Brian Joseph Pawlowicz
LAFAYETTE, California
CRD# 3096342
Craig Martin Kirkpatrick
LAFAYETTE, California
CRD# 1414873
Cynthia Mui Yee
LAFAYETTE, California
CRD# 4345428
Lawrence Eric Epstein
LAFAYETTE, California
CRD# 1312135
Paul Gray
LAFAYETTE, California
CRD# 2184978
Paul Richard Minninger
LAFAYETTE, California
CRD# 7236179
05
Office Locations
LAFAYETTE, California
6 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
.