Matthew
Breunig

Orion Portfolio Solutions, LLC

CRD#7310462
Investment Advisor
in Hebron, KY

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About this Advisor

Matthew Breunig is a financial advisor based in Hebron, Kentucky, working with Orion Portfolio Solutions, LLC. Matthew has previously held positions at Orion Portfolio Solutions, LLC, Orion Advisor Technology, LLC, Student, American Campus Communities, and Kroger. Matthew has passed the Series 65 regulatory exam and is registered to provide services in Nebraska. Currently, Matthew is part of Orion Portfolio Solutions, LLC, which operates out of Hebron, Kentucky. The firm has 1 office and 404 employees. The firm manages assets totaling $53.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Orion Portfolio Solutions, LLC includes asset-based, fixed, and performance-based fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

2300 Litton Lane
Hebron, KY 41048

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Orion Portfolio Solutions, LLC Brokerage Details

Total Assets Under Management

$53,844,463,960

KY Average: $1,978,216,465
Total Number of Employees

404

KY Average: 226
Total Number of Accounts

299,169

KY Average: 7,467
Average Account Size

$179,980

KY Average: $264,928

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • 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

2020 - Present (5 years)

Orion Portfolio Solutions, LLC

2019 - 2020 (1 year)

Orion Advisor Technology, LLC

2017 - 2019 (2 years)

Orion Portfolio Solutions, LLC

2017 - 2017 (< 1 year)

Student

2015 - 2017 (2 years)

American Campus Communities

2015 - 2015 (< 1 year)

Student

2011 - 2015 (4 years)

Kroger

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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

Trenton Funn
Omaha, NE
Murphy Clarke
Omaha, NE
Joshua Mitchell
Omaha, NE
Trent Colledge
Omaha, NE
Gregory King
Omaha, NE
Micah Bielski
Omaha, NE
Joseph Larsen
Omaha, NE
Andy Gonzalez
Omaha, NE

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