RIA Intelligence

ORINDA ASSET MANAGEMENT LLC

CRD #154908 SEC #801-72126 LAFAYETTE, CA 925-253-1300
SEC Registered
Total AUM
$171.2M
Discretionary
$171.2M
Employees
6
Clients
--
Accounts
1

AUM Over Time

DateMar 2022
Total AUM$171.2M
Discretionary$171.2M
Non-Disc.$0
Employees6
Clients0
DateJul 2021
Total AUM$173.2M
Discretionary$173.2M
Non-Disc.$0
Employees9
Clients0
DateMar 2021
Total AUM$173.2M
Discretionary$173.2M
Non-Disc.$0
Employees9
Clients0
DateJan 2021
Total AUM$283.6M
Discretionary$283.6M
Non-Disc.$0
Employees9
Clients0
DateNov 2020
Total AUM$283.6M
Discretionary$283.6M
Non-Disc.$0
Employees9
Clients0
DateMar 2020
Total AUM$283.6M
Discretionary$283.6M
Non-Disc.$0
Employees9
Clients0
DateOct 2019
Total AUM$211.9M
Discretionary$211.9M
Non-Disc.$0
Employees11
Clients1
DateMar 2019
Total AUM$211.9M
Discretionary$211.9M
Non-Disc.$0
Employees11
Clients1
DateAug 2018
Total AUM$380.6M
Discretionary$380.6M
Non-Disc.$0
Employees11
Clients3
DateMar 2018
Total AUM$380.6M
Discretionary$380.6M
Non-Disc.$0
Employees11
Clients3
DateMar 2017
Total AUM$317.6M
Discretionary$317.6M
Non-Disc.$0
Employees11
Clients1
DateSep 2016
Total AUM$273.8M
Discretionary$273.8M
Non-Disc.$0
Employees9
Clients1
DateMar 2016
Total AUM$273.8M
Discretionary$273.8M
Non-Disc.$0
Employees9
Clients1
DateMay 2015
Total AUM$358.9M
Discretionary$358.9M
Non-Disc.$0
Employees9
Clients1
DateMar 2015
Total AUM$358.9M
Discretionary$358.9M
Non-Disc.$0
Employees9
Clients1
DateDec 2014
Total AUM$286.2M
Discretionary$286.2M
Non-Disc.$0
Employees10
Clients1
DateJul 2014
Total AUM$286.2M
Discretionary$286.2M
Non-Disc.$0
Employees10
Clients1
DateJun 2014
Total AUM$286.2M
Discretionary$286.2M
Non-Disc.$0
Employees10
Clients1
DateMar 2014
Total AUM$286.2M
Discretionary$286.2M
Non-Disc.$0
Employees10
Clients1
DateJul 2013
Total AUM$195.5M
Discretionary$195.5M
Non-Disc.$0
Employees8
Clients1
DateMar 2013
Total AUM$177.3M
Discretionary$177.3M
Non-Disc.$0
Employees8
Clients1
DateMay 2012
Total AUM$91.8M
Discretionary$91.8M
Non-Disc.$0
Employees11
Clients1
DateApr 2012
Total AUM$91.8M
Discretionary$91.8M
Non-Disc.$0
Employees11
Clients1
DateApr 2011
Total AUM$350K
Discretionary$350K
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJan 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJan 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--