Orographic Financial Advisors
Orographic Financial Advisors (CRD# 323980) is a financial advisory firm headquartered in Avon, CO. They manage $150,938,994 in 213 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
Orographic Financial Advisors
By the Numbers
-
Total Assets Under Management151MILLION
-
Total Number of Accounts213ACCOUNTS
-
Average Account Value$708,634
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, CO, GA, TX
Financial Advisors at Orographic Financial Advisors
1
Bo Pihl (CRD# 4612356) is an Investment Advisor Representative working at Orographic Financial Advisors in Avon, CO and has over 17 years of experience in the finance industry.
2
Lesley Shiffrin (CRD# 1421059) is an Investment Advisor Representative working at Orographic Financial Advisors in Denver, CO and has over 33 years of experience in the finance industry.
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