Orbit Group Advisory Services LLC (Buffalo)

Name: Orbit Group Advisory Services LLC
Address: 100 International Drive, Buffalo, NY, 14221
Telephone: 716-225-9266

Orbit Group Advisory Services LLC is an internet adviser based in Buffalo. It manages $900 thousand of regulatory assets for 14 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of New York.

Orbit Group Advisory Services provides portfolio management for individuals and small businesses, pension consulting services, and educational seminars and workshops. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Orbit Group Advisory Services: assets under management

The assets under management (AUM) of Orbit Group Advisory Services LLC is $900 thousand, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $900 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $64.29 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Orbit Group Advisory Services LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Buffalo

The principal office where Orbit Group Advisory Services LLC performs its advisory services is located at 100 International Drive, Buffalo, NY 14221, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 716-225-9266 or by fax 716-631-5925. The normal business hours are 8:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at orbitgroupfinancial.com.

Orbit Group Advisory Services LLC (Buffalo)

Orbit Group Advisory Services: assets under management

Fees & Commissions

Based in Buffalo

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