ORTMAN FINANCES, LLC

ORTMAN FINANCES, LLC is an SEC-registered investment adviser (CRD 331714). Regulatory assets under management: $459K.

Registration

• CRD: 331714
• Type: Registered investment adviser
• Phone: 605-254-3226
• Latest filing: 2026-03-11
• Regulatory AUM: $459K
• Discretionary AUM: $459K
• Clients: 1
• Accounts: 29

Business model

Compensation: % of AUM, Hourly, Fixed.

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 331714 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search