Overview
Assets Under Management: $317 million
Headquarters: GREENVILLE, NC
High-Net-Worth Clients: 81
Average Client Assets: $3 million
Frequently Asked Questions
H. L. ORMOND & COMPANY, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #313593), H. L. ORMOND & COMPANY, LLC is subject to fiduciary duty under federal law.
H. L. ORMOND & COMPANY, LLC is headquartered in GREENVILLE, NC.
H. L. ORMOND & COMPANY, LLC serves 81 high-net-worth clients according to their SEC filing dated March 22, 2024. View client details ↓
According to their SEC Form ADV, H. L. ORMOND & COMPANY, LLC offers portfolio management for individuals and selection of other advisors. View all service details ↓
H. L. ORMOND & COMPANY, LLC manages $317 million in client assets according to their SEC filing dated March 22, 2024.
According to their SEC Form ADV, H. L. ORMOND & COMPANY, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 81
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.89
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,135
Discretionary Accounts: 1,090
Non-Discretionary Accounts: 45
Regulatory Filings
CRD Number: 313593
Last Filing Date: 2024-03-22 00:00:00
Website: https://hlormond.com