Michael
Orr

Touchstone Advisors Inc

CRD#5034610
Investment Advisor
in Beverly, MA

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About this Advisor

Michael Orr is a financial advisor based in Beverly, Massachusetts, working with Touchstone Advisors Inc. Michael has previously held positions at Columbia Management Group, Columbia Management Advisors, LLC, Riversource Investments, Riversource Fund Distributors, Inc, Touchstone Securities, Inc, and Ifs Financial Services. Michael has passed the Series 66 regulatory exam and is registered to provide services in Ohio. Currently, Michael is part of Touchstone Advisors Inc, which operates out of Beverly, Massachusetts. The firm has 84 employees and manages assets totaling $26.7 billion. The services offered by the firm include portfolio management for investment companies and the selection of other advisers. The fee structure at Touchstone Advisors Inc includes asset-based fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for investment companies, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

Beverly, MA

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Touchstone Advisors Inc Brokerage Details

Total Assets Under Management

$26,738,929,617

MA Average: $2,106,341,625
Total Number of Employees

84

MA Average: 34
Total Number of Accounts

39

MA Average: 1,972
Average Account Size

$685,613,580

MA Average: $1,068,125

Investment Advisory Services

  • Portfolio management for investment companies
  • Selection of other advisers

Michael Orr Work History

2021 - Present (4 years)

Touchstone Securities, Inc

2021 - Present (4 years)

Ifs Financial Services

2010 - 2021 (11 years)

Riversource Investments

2010 - 2021 (11 years)

Riversource Fund Distributors, Inc

2006 - 2021 (15 years)

Columbia Management Group

2006 - 2021 (15 years)

Columbia Management Advisors, LLC

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Disclosures

Please visit the SEC profile of Michael Orr 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 Touchstone Advisors Inc

Jacob Willis
Cincinnati, OH
Andrew Hall
Cincinnati, OH
Samuel Mathews
Cincinnati, OH
Daniel Downing
Cincinnati, OH
Emily Barnes
Cincinnati, OH
Cody Owens
Cincinnati, OH
Kristen Kirkwood
Cincinnati, OH
Juan Uran Munoz
Cincinnati, OH

The content in this profile was updated by SmartAsset on 6/19/2024. 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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