Sean
Florentin

Orion Investment Co

CRD#4841703
Investment Advisor
in Saint Louis, MO

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About this Advisor

Sean Florentin is a financial advisor based in Saint Louis, Missouri, working with Orion Investment Co. Sean has previously held positions at Orion Investment Company and Leave and Lazard Asset Management. Sean has passed the Series 66 regulatory exam and is registered to provide services in Alabama, Florida, Georgia, Illinois, Missouri, and Texas. Currently, Sean is part of Orion Investment Co, which operates out of Saint Louis, Missouri. The firm has 6 employees and manages assets totaling $464.5 million. The firm serves high-net-worth clients and offers portfolio management for individuals and small businesses. The fee structure at Orion Investment Co includes asset-based fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

7800 Forsyth Blvd. Suite 820
Saint Louis, MO 63105

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Orion Investment Co Brokerage Details

Total Assets Under Management

$464,456,301

MO Average: $11,469,110,461
Total Number of Employees

6

MO Average: 458
Total Number of Accounts

604

MO Average: 33,415
Average Account Size

$768,967

MO Average: $343,232

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Sean Florentin Work History

2021 - Present (3 years)

Orion Investment Company

2021 - 2021 (< 1 year)

Leave

2014 - 2021 (7 years)

Lazard Asset Managment

Disclosures

Please visit the SEC profile of Sean Florentin 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 Investment Co

Sean Florentin
Saint Louis, MO
Frederic Sauer
Saint Louis, MO
Charles Mcenery
Saint Louis, MO
Fred Sauer
Saint Louis, MO

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