Orion Portfolio Solutions, LLC
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About this Advisor
Emily Gross is a financial advisor working out of Omaha, Nebraska. Gross is on the advisory team at Orion Portfolio Solutions, LLC. Over the course of their career, Gross has held roles at Principal Financial, Princor Financial, Braver Capital Management, LLC, Northern Lights Distributors, LLC, Beaumont Financial Partners, LLC, Orion Portfolio Solutions and Orion Advisor Solutions, LLC. Gross has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can operate in Nebraska. Orion Portfolio Solutions, LLC is a registered investment company based out of Omaha, NE. The investment advisory business has a total of 326 financial advisors. It manages $53 billion in assets among its 176,366 accounts, making it one of the largest firms in the country by assets under management. The firm serves 20 charitable organizations. Of its 176,366 customer accounts, just 3% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. Orion Portfolio Solutions, LLC has a wide assortment 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. Financial advisory fee schedules largely are based on the type of services offered. Fee types charged by Orion Portfolio Solutions, LLC most likely are comprised of asset-based, fixed and performance-based fees.
Certifications and Registrations
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Orion Portfolio Solutions, LLC Brokerage Details
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
Emily Gross Work History
Emily has been registered as a financial advisor for 0 years.*
Orion Portfolio Solutions
Orion Advisor Solutions, LLC
Northern Lights Distributors, LLC
Beaumont Financial Partners, LLC
Northern Lights Distributors, LLC
Braver Capital Management, LLC
*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.
Please visit the SEC profile of Emily Gross 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
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