Orbach Waters Advisors, Inc. (Laguna Niguel)
Orbach Waters Advisors, Inc. is a large advisory firm based in Laguna Niguel. It manages $85 million of regulatory assets for 60 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of California.
Orbach Waters Advisors provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Orbach Waters Advisors: assets under management
The assets under management (AUM) of Orbach Waters Advisors, Inc. is $85 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 227% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has a single stream of revenue. Clients pay Orbach Waters Advisors, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Careers at Orbach Waters Advisors, Inc.
Garrett Thomas Waters has been acting as President since 1 Jul 2005. Thomas Randolph Orbach joined the executive team most recently as the Ceo & Cco.
Direct owners and executive officers
Based in Laguna Niguel
The principal office where Orbach Waters Advisors, Inc. performs its advisory services is located at 32451 Golden Lantern, Laguna Niguel, CA 92677, 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 949-489-0900 or by fax 949-489-0800. The normal business hours are 7am to 3pm on Monday - Friday. You can find more information about the New York firm at www.orbachwaters.com.
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