ORION PORTFOLIO SOLUTIONS, LLC
CRD #125446 SEC #801-61964 OMAHA, NE 859-426-2000
SEC Registered
Total AUM
$14.2B
Discretionary
$14.2B
Employees
112
Clients
0
Accounts
81,242
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2022 | $14.2B | $14.2B | $0 | 112 | 0 |
| Sep 2022 | $14.2B | $14.2B | $0 | 112 | 0 |
| Sep 2022 | $14.2B | $14.2B | $0 | 112 | 0 |
| Mar 2022 | $14.2B | $14.2B | $0 | 112 | 0 |
| Oct 2021 | $10.3B | $10.3B | $0 | 149 | 0 |
| Mar 2021 | $10.3B | $10.3B | $0 | 149 | 0 |
| Oct 2020 | $8.7B | $8.7B | $0 | 125 | 0 |
| Oct 2020 | $8.7B | $8.7B | $0 | 125 | 0 |
| Oct 2020 | $8.7B | $8.7B | $0 | 125 | 0 |
| Aug 2020 | $8.7B | $8.7B | $0 | 125 | 0 |
| Aug 2020 | $8.7B | $8.7B | $0 | 125 | 0 |
| Jun 2020 | $8.7B | $8.7B | $0 | 125 | 0 |
| Mar 2020 | $8.7B | $8.7B | $0 | 125 | 0 |
| Dec 2019 | $7.1M | $0 | $7.1M | 143 | 0 |
| Nov 2019 | $7.1M | $0 | $7.1M | 143 | 0 |
| Sep 2019 | $7.1M | $0 | $7.1M | 143 | 0 |
| Sep 2019 | $7.1M | $0 | $7.1M | 143 | 0 |
| Apr 2019 | $7.1M | $0 | $7.1M | 143 | 0 |
| Mar 2019 | $7.1M | $0 | $7.1M | 143 | 0 |
| Sep 2018 | $2.7M | $0 | $2.7M | 95 | 0 |
| Jul 2018 | $2.7M | $0 | $2.7M | 95 | 0 |
| Jun 2018 | $2.7M | $0 | $2.7M | 95 | 0 |
| Jun 2018 | $2.7M | $0 | $2.7M | 95 | 0 |
| Jun 2018 | $2.7M | $0 | $2.7M | 95 | 0 |
| Mar 2018 | $2.7M | $0 | $2.7M | 95 | 0 |
| Sep 2017 | $2.2M | $0 | $2.2M | 87 | 26 |
| Aug 2017 | $2.2M | $0 | $2.2M | 87 | 26 |
| Jul 2017 | $2.2M | $0 | $2.2M | 87 | 26 |
| May 2017 | $2.2M | $0 | $2.2M | 87 | 26 |
| Mar 2017 | $2.2M | $0 | $2.2M | 87 | 26 |
| Jul 2016 | $2.1M | $0 | $2.1M | 85 | 26 |
| May 2016 | $2.1M | $0 | $2.1M | 85 | 26 |
| Apr 2016 | $2.1M | $0 | $2.1M | 85 | 26 |
| Mar 2016 | $2.1M | $0 | $2.1M | 85 | 26 |
| Dec 2015 | $1.5M | $0 | $1.5M | 72 | 26 |
| Jul 2015 | $1.5M | $0 | $1.5M | 72 | 26 |
| May 2015 | $1.5M | $0 | $1.5M | 72 | 26 |
| Apr 2015 | $1.5M | $0 | $1.5M | 72 | 26 |
| Apr 2015 | $1.5M | $0 | $1.5M | 72 | 26 |
| Apr 2015 | $1.5M | $0 | $1.5M | 72 | 26 |
| Apr 2015 | $1.5M | $0 | $1.5M | 72 | 26 |
| Jan 2015 | $5M | $5M | $0 | 65 | 300 |
| Sep 2014 | $5M | $5M | $0 | 65 | 300 |
| Sep 2014 | $5M | $5M | $0 | 65 | 300 |
| Jul 2014 | $5M | $5M | $0 | 65 | 300 |
| Jun 2014 | $5M | $5M | $0 | 65 | 300 |
| Apr 2014 | $5M | $5M | $0 | 65 | 300 |
| Apr 2014 | $5M | $5M | $0 | 65 | 300 |
| Mar 2014 | $5M | $5M | $0 | 65 | 300 |
| Nov 2013 | $3.9M | $3.9M | $0 | 56 | 300 |
| Jul 2013 | $3.9M | $3.9M | $0 | 56 | 300 |
| Jun 2013 | $3.9M | $3.9M | $0 | 56 | 300 |
| Apr 2013 | $3.9M | $3.9M | $0 | 56 | 300 |
| Apr 2013 | $3.9M | $3.9M | $0 | 56 | 300 |
| Mar 2013 | $3.9M | $3.9M | $0 | 56 | 300 |
| Nov 2012 | $4.5M | $4.5M | $0 | 54 | 400 |
| Aug 2012 | $4.5M | $4.5M | $0 | 11 | 400 |
| Mar 2012 | $5.4M | $5.4M | $0 | 11 | 400 |
| Jun 2011 | $3M | $3M | $0 | -- | -- |
| Mar 2011 | $2.2B | $3M | $2.2B | -- | -- |
| May 2010 | $717.5M | $6.6M | $711M | 10 | -- |
| Mar 2010 | $6.6M | $6.6M | $0 | 10 | -- |
| Mar 2010 | $6.6M | $6.6M | $0 | 10 | -- |
| Apr 2009 | $8.7M | $8.7M | $0 | 10 | -- |
| May 2007 | $76.9M | $0 | $76.9M | 10 | -- |
| Apr 2007 | $76.9M | $0 | $76.9M | 10 | -- |
| Mar 2007 | $76.9M | $0 | $76.9M | 10 | -- |
| Mar 2006 | $313.9M | $0 | $313.9M | 10 | -- |
| Nov 2005 | $250M | $0 | $250M | 10 | -- |
| Sep 2005 | $180M | $0 | $180M | 10 | -- |
| Aug 2004 | $25.8M | $0 | $25.8M | 5 | -- |
| Mar 2004 | $25.8M | $0 | $25.8M | 5 | -- |
| Dec 2003 | $2M | $0 | $2M | 5 | -- |
| Oct 2003 | $2M | $0 | $2M | 5 | -- |
DateOct 2022
Total AUM$14.2B
Discretionary$14.2B
Non-Disc.$0
Employees112
Clients0
DateSep 2022
Total AUM$14.2B
Discretionary$14.2B
Non-Disc.$0
Employees112
Clients0
DateSep 2022
Total AUM$14.2B
Discretionary$14.2B
Non-Disc.$0
Employees112
Clients0
DateMar 2022
Total AUM$14.2B
Discretionary$14.2B
Non-Disc.$0
Employees112
Clients0
DateOct 2021
Total AUM$10.3B
Discretionary$10.3B
Non-Disc.$0
Employees149
Clients0
DateMar 2021
Total AUM$10.3B
Discretionary$10.3B
Non-Disc.$0
Employees149
Clients0
DateOct 2020
Total AUM$8.7B
Discretionary$8.7B
Non-Disc.$0
Employees125
Clients0
DateOct 2020
Total AUM$8.7B
Discretionary$8.7B
Non-Disc.$0
Employees125
Clients0
DateOct 2020
Total AUM$8.7B
Discretionary$8.7B
Non-Disc.$0
Employees125
Clients0
DateAug 2020
Total AUM$8.7B
Discretionary$8.7B
Non-Disc.$0
Employees125
Clients0
DateAug 2020
Total AUM$8.7B
Discretionary$8.7B
Non-Disc.$0
Employees125
Clients0
DateJun 2020
Total AUM$8.7B
Discretionary$8.7B
Non-Disc.$0
Employees125
Clients0
DateMar 2020
Total AUM$8.7B
Discretionary$8.7B
Non-Disc.$0
Employees125
Clients0
DateDec 2019
Total AUM$7.1M
Discretionary$0
Non-Disc.$7.1M
Employees143
Clients0
DateNov 2019
Total AUM$7.1M
Discretionary$0
Non-Disc.$7.1M
Employees143
Clients0
DateSep 2019
Total AUM$7.1M
Discretionary$0
Non-Disc.$7.1M
Employees143
Clients0
DateSep 2019
Total AUM$7.1M
Discretionary$0
Non-Disc.$7.1M
Employees143
Clients0
DateApr 2019
Total AUM$7.1M
Discretionary$0
Non-Disc.$7.1M
Employees143
Clients0
DateMar 2019
Total AUM$7.1M
Discretionary$0
Non-Disc.$7.1M
Employees143
Clients0
DateSep 2018
Total AUM$2.7M
Discretionary$0
Non-Disc.$2.7M
Employees95
Clients0
DateJul 2018
Total AUM$2.7M
Discretionary$0
Non-Disc.$2.7M
Employees95
Clients0
DateJun 2018
Total AUM$2.7M
Discretionary$0
Non-Disc.$2.7M
Employees95
Clients0
DateJun 2018
Total AUM$2.7M
Discretionary$0
Non-Disc.$2.7M
Employees95
Clients0
DateJun 2018
Total AUM$2.7M
Discretionary$0
Non-Disc.$2.7M
Employees95
Clients0
DateMar 2018
Total AUM$2.7M
Discretionary$0
Non-Disc.$2.7M
Employees95
Clients0
DateSep 2017
Total AUM$2.2M
Discretionary$0
Non-Disc.$2.2M
Employees87
Clients26
DateAug 2017
Total AUM$2.2M
Discretionary$0
Non-Disc.$2.2M
Employees87
Clients26
DateJul 2017
Total AUM$2.2M
Discretionary$0
Non-Disc.$2.2M
Employees87
Clients26
DateMay 2017
Total AUM$2.2M
Discretionary$0
Non-Disc.$2.2M
Employees87
Clients26
DateMar 2017
Total AUM$2.2M
Discretionary$0
Non-Disc.$2.2M
Employees87
Clients26
DateJul 2016
Total AUM$2.1M
Discretionary$0
Non-Disc.$2.1M
Employees85
Clients26
DateMay 2016
Total AUM$2.1M
Discretionary$0
Non-Disc.$2.1M
Employees85
Clients26
DateApr 2016
Total AUM$2.1M
Discretionary$0
Non-Disc.$2.1M
Employees85
Clients26
DateMar 2016
Total AUM$2.1M
Discretionary$0
Non-Disc.$2.1M
Employees85
Clients26
DateDec 2015
Total AUM$1.5M
Discretionary$0
Non-Disc.$1.5M
Employees72
Clients26
DateJul 2015
Total AUM$1.5M
Discretionary$0
Non-Disc.$1.5M
Employees72
Clients26
DateMay 2015
Total AUM$1.5M
Discretionary$0
Non-Disc.$1.5M
Employees72
Clients26
DateApr 2015
Total AUM$1.5M
Discretionary$0
Non-Disc.$1.5M
Employees72
Clients26
DateApr 2015
Total AUM$1.5M
Discretionary$0
Non-Disc.$1.5M
Employees72
Clients26
DateApr 2015
Total AUM$1.5M
Discretionary$0
Non-Disc.$1.5M
Employees72
Clients26
DateApr 2015
Total AUM$1.5M
Discretionary$0
Non-Disc.$1.5M
Employees72
Clients26
DateJan 2015
Total AUM$5M
Discretionary$5M
Non-Disc.$0
Employees65
Clients300
DateSep 2014
Total AUM$5M
Discretionary$5M
Non-Disc.$0
Employees65
Clients300
DateSep 2014
Total AUM$5M
Discretionary$5M
Non-Disc.$0
Employees65
Clients300
DateJul 2014
Total AUM$5M
Discretionary$5M
Non-Disc.$0
Employees65
Clients300
DateJun 2014
Total AUM$5M
Discretionary$5M
Non-Disc.$0
Employees65
Clients300
DateApr 2014
Total AUM$5M
Discretionary$5M
Non-Disc.$0
Employees65
Clients300
DateApr 2014
Total AUM$5M
Discretionary$5M
Non-Disc.$0
Employees65
Clients300
DateMar 2014
Total AUM$5M
Discretionary$5M
Non-Disc.$0
Employees65
Clients300
DateNov 2013
Total AUM$3.9M
Discretionary$3.9M
Non-Disc.$0
Employees56
Clients300
DateJul 2013
Total AUM$3.9M
Discretionary$3.9M
Non-Disc.$0
Employees56
Clients300
DateJun 2013
Total AUM$3.9M
Discretionary$3.9M
Non-Disc.$0
Employees56
Clients300
DateApr 2013
Total AUM$3.9M
Discretionary$3.9M
Non-Disc.$0
Employees56
Clients300
DateApr 2013
Total AUM$3.9M
Discretionary$3.9M
Non-Disc.$0
Employees56
Clients300
DateMar 2013
Total AUM$3.9M
Discretionary$3.9M
Non-Disc.$0
Employees56
Clients300
DateNov 2012
Total AUM$4.5M
Discretionary$4.5M
Non-Disc.$0
Employees54
Clients400
DateAug 2012
Total AUM$4.5M
Discretionary$4.5M
Non-Disc.$0
Employees11
Clients400
DateMar 2012
Total AUM$5.4M
Discretionary$5.4M
Non-Disc.$0
Employees11
Clients400
DateJun 2011
Total AUM$3M
Discretionary$3M
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$2.2B
Discretionary$3M
Non-Disc.$2.2B
Employees--
Clients--
DateMay 2010
Total AUM$717.5M
Discretionary$6.6M
Non-Disc.$711M
Employees10
Clients--
DateMar 2010
Total AUM$6.6M
Discretionary$6.6M
Non-Disc.$0
Employees10
Clients--
DateMar 2010
Total AUM$6.6M
Discretionary$6.6M
Non-Disc.$0
Employees10
Clients--
DateApr 2009
Total AUM$8.7M
Discretionary$8.7M
Non-Disc.$0
Employees10
Clients--
DateMay 2007
Total AUM$76.9M
Discretionary$0
Non-Disc.$76.9M
Employees10
Clients--
DateApr 2007
Total AUM$76.9M
Discretionary$0
Non-Disc.$76.9M
Employees10
Clients--
DateMar 2007
Total AUM$76.9M
Discretionary$0
Non-Disc.$76.9M
Employees10
Clients--
DateMar 2006
Total AUM$313.9M
Discretionary$0
Non-Disc.$313.9M
Employees10
Clients--
DateNov 2005
Total AUM$250M
Discretionary$0
Non-Disc.$250M
Employees10
Clients--
DateSep 2005
Total AUM$180M
Discretionary$0
Non-Disc.$180M
Employees10
Clients--
DateAug 2004
Total AUM$25.8M
Discretionary$0
Non-Disc.$25.8M
Employees5
Clients--
DateMar 2004
Total AUM$25.8M
Discretionary$0
Non-Disc.$25.8M
Employees5
Clients--
DateDec 2003
Total AUM$2M
Discretionary$0
Non-Disc.$2M
Employees5
Clients--
DateOct 2003
Total AUM$2M
Discretionary$0
Non-Disc.$2M
Employees5
Clients--