ORDERLY FINANCE of WALNUT CREEK, CA is an SEC-registered investment adviser (CRD 306511). Regulatory assets under management: $93.2M.
Compensation: % of AUM, Hourly, Fixed, Performance.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| GROSS ARTHUR MICHAEL | CHIEF COMPLIANCE OFFICER; OWNER | — |
| VAN HORN JEFFREY BRIAN | CHIEF COMPLIANCE OFFICER | — |