ORBIT FINANCIAL PLANNING AND INVESTMENTS

ORBIT FINANCIAL PLANNING AND INVESTMENTS is an SEC-registered investment adviser (CRD 329538). Regulatory assets under management: $2.7M.

Registration

• CRD: 329538
• Type: Registered investment adviser
• Phone: 847-420-0625
• Latest filing: 2026-02-05
• Regulatory AUM: $2.7M
• Discretionary AUM: $2.7M
• Clients: 1
• Accounts: 5

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 329538 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search