Grant
Engelbart
Orion Portfolio Solutions, LLC
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About this Advisor
Grant Engelbart is a financial advisor operating in Omaha, Nebraska. Engelbart is an advisor for Orion Portfolio Solutions, LLC. Throughout their career, Engelbart has worked at Brinker Capital and Orion Portfolio Solutions. Engelbart has a Series 65 license, qualifying them as an investment advisor representative, and is approved to serve investors in Nebraska. Orion Portfolio Solutions, LLC is a registered investment firm that has its headquarters in Omaha, NE. It has a total of 326 people on staff. It has $53 billion in assets under management across its 176,366 client accounts, making it one of the biggest firms in the country by assets under management. The firm provides services to 20 charities and foundations. Of its 176,366 accounts, just 3% are held by high-net-worth investors who have more than $1 million in assets available to invest. Orion Portfolio Solutions, LLC offers 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 fees typically depend on which service is offered. However, fees charged by Orion Portfolio Solutions, LLC most likely are comprised of any combination 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
Grant Engelbart Work History
Grant has been registered as a financial advisor for 0 years.*
Orion Portfolio Solutions
Brinker Capital
*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 Grant Engelbart to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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