Orr, Brad Lee (Casper)

Orr, Brad Lee is an adviser based in Casper. It manages $14.22 million of regulatory assets for 125 client accounts. It has been registered with the SEC as an adviser since 2007.

Orr, Brad Lee provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Orr, Brad Lee: assets under management

The assets under management (AUM) of Orr, Brad Lee is $14.22 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 173% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $14.22 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $113.74 thousand each.

Investments

The firm invests in exchange traded securities the most. They account for 80% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 20% of the firm’s portfolio.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Orr, Brad Lee for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Orr, Brad Lee serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of Orr, Brad Lee is individuals with 60 clients and $9.88 million of assets under management. Among the 2 most similar advisory firms, Orr, Brad Lee has the lowest percentage of individuals out of all clients.

The amount of regulatory assets under management is $14.22 million for 65 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Orr, Brad Lee doesn't advise any private funds.

Careers at Orr, Brad Lee

The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Brad Lee Orr	Sole proprietor/chief compliance officer	1 Mar 2006	75% - 100%	4280782

Based in Casper

The principal office where Orr, Brad Lee performs its advisory services is located at 1564 Trojan Drive, Casper, WY 82609, 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 307-262-4450. The normal business hours are 9:00am to 5:00pm on Monday - Friday.