Orin Green Financial, LLC
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Overview
Orin Green Financial, LLC operates as a financial advisor firm that has its headquarters in San Diego, California. It handles $357.2 million in assets under management over 808 customer accounts, making it one of the bigger financial advisory firms in the country by assets under management (AUM). The company has a small team, including 5 financial advisors. Orin Green Financial, LLC does not act as a registered broker-dealer, meaning it cannot buy and sell securities for its clients' and own accounts and instead is required to go through a broker-dealer firm to do so. Securities are tradable fiscal assets like bonds, stocks and options.
Orin Green Financial, LLC oversees the majority of its client assets on a discretionary basis. Discretionary management is a structure in which buy and sell decisions are made by an investment advisor without needing client approval. Orin Green Financial, LLC also administers six non-discretionary accounts with a total of $2.6 million in AUM. The company manages roughly $442,101 in assets for every account. The average advisor at Orin Green Financial, LLC manages around 162 client accounts.
The company's headquarters is located at 9820 Willow Creek Road, San Diego, California 92131. The company is registered to serve clients throughout a few states, including California, Florida, Louisiana, Nebraska and New Hampshire.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Orin Green Financial, LLC by the Numbers
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$357.2 million
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
7
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
808
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$442.1 thousand
Products and Services
Orin Green Financial, LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. In the past fiscal year, the firm provided financial planning services to 1-10 of its customers. The company does not sell products or offer services apart from investment advice to its investment advisory clients.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors usually depend on which services the firm provides the client. However, fee types charged by the company most likely include any combination of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are offered by the firm.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
It provides services to retail investors and high net worth investors. Out of its 808 clients, Orin Green Financial, LLC's largest client group is high net worth investors, although it also manages money for 134 high-net-worth individuals. The SEC defines a high-net-worth individual as someone who has at least $750,000 under management or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 1% of the firm's clients are non-U.S. persons.
- High-Net-Worth Individuals* - 60.63%
- Other Individuals - 39.37%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Orin Green Financial, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Orin Green Financial, LLC
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
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