ORION CAPITAL MANAGEMENT LLC

CORONADO, California·2 registered advisors·CRD# 119428
SEC# 801-1192076(619) 319-0520
01

Firm Overview

AUM
$218M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at ORION CAPITAL MANAGEMENT LLC

2 registered advisors
Janet Lynn Thoms
CORONADO, California
Peter Christopher Thoms
CORONADO, California
05

Office Locations

CORONADO, California
2 advisors

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Data sourced from SEC Form ADV filings. ORION CAPITAL MANAGEMENT LLC (CRD# 119428) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.