Orei Advisors Lp
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Overview
Orei Advisors Lp is an advisory company headquartered in Austin, Texas. The firm manages $1.3 billion in assets under management throughout 15 customer accounts, placing it among the biggest firms in the United States by assets under management (AUM). The firm has a small team, including 14 financial advisors. Orei Advisors Lp is not a registered broker-dealer, meaning the firm is not able to buy and sell securities for its customers' and own accounts and instead has to go through a broker-dealer company to do so. Securities are tradable financial investments such as equities, options and bonds.
Orei Advisors Lp manages all of the firm's client assets on a discretionary basis. Discretionary management means that an investment advisor makes buy and sell choices without needing to seek client approval. The investment advisory firm supervises an average of $87.5 million in assets for each customer account. The typical advisor at Orei Advisors Lp manages around one client account, placing it among the most individualized financial advisor firms in the country.
Orei Advisors Lp's main office is located at 401 Congress Avenue, Austin, Texas 78701. Orei Advisors Lp is registered to provide services to customers throughout 2 states, including California and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Orei Advisors Lp by the Numbers
$1.3 billion
23
15
$87.5 million
Fee Structure
Fees charged by financial advisors usually vary depending on the services offered. Fee types charged by the company likely consist of some combination of the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company works with pooled investment vehicles. Out of its 15 accounts, Orei Advisors Lp's largest client group is pooled investment vehicles. None of the company's customers reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- 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
Orei Advisors Lp does not have any disclosures.
Please visit its Form ADV for more details.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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