Matthew
Breunig
Orion Portfolio Solutions, LLC
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About this Advisor
Matthew Breunig is a financial advisor who works out of Hebron, Kentucky. Breunig is currently employed by Orion Portfolio Solutions, LLC. During their career, Breunig has held roles at Orion Portfolio Solutions, LLC, Orion Advisor Technology, LLC, Student, American Campus Communities and Kroger. Breunig maintains a Series 65 license, which qualifies them as an investment advisor representative, and is approved to work in Nebraska. Orion Portfolio Solutions, LLC is a financial advisory firm headquartered in Omaha, NE. The investment advisory business has a total of 326 employees. It manages $53 billion in assets under management between its 176,366 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm serves 20 charitable organizations. Of its 176,366 accounts, just 3% are associated with high-net-worth individuals who have more than $1 million in investable assets. The firm has a number of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. A financial advisor's fee schedules usually vary depending on which service is offered. Fee types billed by Orion Portfolio Solutions, LLC can be comprised of some blend of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Orion Portfolio Solutions, LLC Brokerage Details
$53,283,016,878
326
176,366
$302,116
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Matthew Breunig Work History
Matthew has been registered as a financial advisor for 0 years.*
Orion Portfolio Solutions, LLC
Orion Advisor Technology, LLC
Orion Portfolio Solutions, LLC
Student
American Campus Communities
Student
Kroger
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Matthew Breunig 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 Orion Portfolio Solutions, LLC
Omaha, NE
Omaha, NE
Berwyn, PA
Omaha, NE
Omaha, NE
Omaha, NE
Omaha, NE
Providence, UT
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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