Michael
Orzel

Signalpoint Asset Management LLC

CRD#2918793
Investment Advisor
in Matthews, NC

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About this Advisor

Michael Orzel is a financial advisor based in Matthews, North Carolina who has 15 years of relevant experience. Orzel is currently employed by Signalpoint Asset Management LLC. They have been an employee of Signalpoint Asset Management Llc for their whole career. Orzel holds Series 66 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to serve investors in Louisiana, Missouri, Nebraska, North Carolina and Texas. Signalpoint Asset Management LLC is an advisory business based in Springfield, MO. It has offices in three locations and a total of seven people on staff. It handles $441 million in assets under management across its 1,471 client accounts, making it one of the larger financial advisory firms in the United States by assets under management. Of its 1,471 accounts, 24% are associated with high-net-worth individuals who have more than $1 million in investable assets. Signalpoint Asset Management LLC has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fees usually vary depending on which services the firm provides the client. Fees billed by Signalpoint Asset Management LLC likely include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, Series 65

Years Registered*

15 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Matthews, NC

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Signalpoint Asset Management LLC Brokerage Details

Total Assets Under Management

$441,017,499

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

7

NC Average: 458
Total Number of Accounts

1,471

NC Average: 33,415
Average Account Size

$299,808

NC Average: $343,232

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Michael Orzel Work History

Michael has been registered as a financial advisor for 15 years.*

2008 - Present (16 years)

Signalpoint Asset 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.

Disclosures

Please visit the SEC profile of Michael Orzel 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 Signalpoint Asset Management LLC

James Smith
Springfield, MO
Kimberley Hamilton
Springfield, MO
Myles Jackson
Springfield, MO
John Handy
Springfield, MO
George Timson
Springfield, MO
Jonathan Timson
Springfield, MO
Andrea Batey
Springfield, MO
Carolyn Hoffman
Springfield, MO

The content in this profile was updated by SmartAsset on 4/16/2023. 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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