Kimberly
Friel
Orca Investment Management, LLC
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About this Advisor
Kimberly Friel is a financial advisor working out of Roseburg, Oregon who has 12 years of relevant experience. Friel is an advisor for Orca Investment Management, LLC. They have worked at Orca Investment Management, Llc for their whole career. Friel has a Series 65 license, qualifying them as an investment advisor representative, and is registered to serve investors in Oregon. Orca Investment Management, LLC is a financial advisory firm that has its headquarters in Roseburg, OR. The firm has a total of seven employees. It controls $137 million in assets between its 563 client accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Of its 563 accounts, 15% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. Orca Investment Management, LLC performs a few services, such as portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fee schedules typically vary depending on the services provided. Fees billed by Orca Investment Management, LLC likely include asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Orca Investment Management, LLC Brokerage Details
$137,374,270
7
563
$244,004
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Kimberly Friel Work History
Kimberly has been registered as a financial advisor for 12 years.*
Orca Investment Management
*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 Kimberly Friel 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 Orca Investment Management, LLC
Lake Oswego, OR
Roseburg, OR
Lake Oswego, OR
Lake Oswego, OR
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