ORG PARTNERS LLC of DALLAS, TX is an SEC-registered investment adviser (CRD 312728). Regulatory assets under management: $772.6M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Michael Peter Mansur | MEMBER; PRESIDENT | Dallas, TX |
| Clinton Wayne Sorenson | CHIEF INVESTMENT OFFICER; CO-FOUNDER; MEMBER (+1 more) | — |
| Matthew Mark Reynolds | CHIEF COMPLIANCE OFFICER | — |
| Catherine Gaynell Bailey | DIRECTOR OF ADVISOR RELATIONS | — |
| Todd Jeffrey Stewart | CHIEF EXECUTIVE OFFICER; MEMBER | — |
| Dustin David Johnson | CHIEF OPERATING OFFICER | — |
| Justine Marie Kidwell | CHIEF COMPLIANCE OFFICER | — |
| JOHNSON CLARK DAVID | CHIEF OPERATING OFFICER | — |
| SWENDIMAN MATTHEW ASHLEY | CHIEF COMPLIANCE OFFICER | — |
| SORENSON MERLIN CLINTON WAYNE | CO-FOUNDER; MEMBER | — |
| MANSUR MICHAEL PETER | MEMBER; PRESIDENT | — |
| STEWART TODD JEFFREY | CHIEF EXECUTIVE OFFICER; MEMBER | — |
| BAILEY CATHERINE GAYNELL | DIRECTOR OF ADVISOR RELATIONS | — |
| KIDWELL JUSTINE MARIE | CHIEF COMPLIANCE OFFICER | — |
| Kidwell Justine | CHIEF COMPLIANCE OFFICE; CHIEF COMPLIANCE OFFICER | — |
Showing 15 of 26 offices.
| City | State | Employees | Phone |
|---|---|---|---|
| BRUNSWICK | OH | 3 | 844-967-8292 |
| BRUNSWICK | OH | 3 | 844-967-8292 |
| OKATIE | SC | 2 | 843-310-2694 |
| SCHAUMBURG | IL | 2 | 847-787-7440 |
| DALLAS | TX | 2 | 8775233980 |
| OKATIE | SC | 2 | 843-310-2694 |
| TORRANCE | CA | 2 | 310-371-5833 |
| SCHAUMBURG | IL | 2 | 847-787-7440 |
| DALLAS | TX | 2 | 8775233980 |
| TORRANCE | CA | 2 | 310-371-5833 |
| GREENVILLE | SC | 1 | 864-382-3600 |
| NEBRASKA CITY | NE | 1 | 402-873-7477 |
| ST. THOMAS | VI | 1 | 340-344-1154 |
| — | — | 1 | 216-577-0916 |
| SEATLLE | WA | 1 | 919-948-4453 |