James
Petitpren
Orba Wealth Advisors, LLC
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About this Advisor
James Petitpren is a financial advisor based in Chicago, Illinois, working with Orba Wealth Advisors, LLC. James has previously held positions at Northern Trust Bank, Northern Trust Securities Inc, Lpl Financial, LLC, Bmo Harris Financial Advisors, Bmo Private Bank, Orba Wealth Advisors, LLC, and Iht Wealth Managment, LLC. James has passed the Series 66 regulatory exam and is registered to provide services in Illinois and Texas. Currently, James is part of Orba Wealth Advisors, LLC, which operates out of Chicago, Illinois. The firm has 2 offices and 9 employees. The firm manages assets totaling $162.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Orba Wealth Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Orba Wealth Advisors, LLC Brokerage Details
$162,451,767
9
342
$475,005
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
James Petitpren Work History
Orba Wealth Advisors, LLC
Lpl Financial, LLC
Iht Wealth Managment, LLC
Bmo Harris Financial Advisors
Bmo Private Bank
Northern Trust Bank
Northern Trust Securities Inc
Disclosures
Please visit the SEC profile of James Petitpren to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Orba Wealth Advisors, LLC
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
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