Ortner, O'brien & Ortner Advisory Group, Inc. is a large advisory firm based in Malvern. It manages $217.02 million of regulatory assets for 974 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of Pennsylvania.
Ortner, O'brien & Ortner Advisory Group provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Ortner, O'brien & Ortner Advisory Group, Inc. is $217.02 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 295% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Ortner, O'brien & Ortner Advisory Group, Inc. for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
John Ring Obrien has been acting as President since 1 Jul 2000. Francis Charles Ortner joined the executive team most recently as the Chairman.
The principal office where Ortner, O'brien & Ortner Advisory Group, Inc. performs its advisory services is located at 4 Mystic Lane, Malvern, PA 19355, 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 610-251-9393 or by fax 610-672-9676. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at taxlegalfinancial.com.