ORDERLY FINANCE, LLC
Legal name: ORDERLY FINANCE
CRD #306511 SEC #801-117809 WALNUT CREEK, CA 415-432-9876
SEC Registered
Total AUM
$39.4M
Discretionary
$33.6M
Employees
1
Clients
0
Accounts
87
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2020 | $39.4M | $33.6M | $5.8M | 1 | 0 |
| Apr 2020 | $36.2M | $30.4M | $5.8M | 1 | 0 |
| Apr 2020 | $36.2M | $30.4M | $5.8M | 1 | 0 |
| Jan 2020 | $0 | $0 | $0 | 1 | 0 |
| Jan 2020 | $0 | $0 | $0 | 1 | 0 |
| Nov 2019 | $0 | $0 | $0 | 1 | 0 |
DateMay 2020
Total AUM$39.4M
Discretionary$33.6M
Non-Disc.$5.8M
Employees1
Clients0
DateApr 2020
Total AUM$36.2M
Discretionary$30.4M
Non-Disc.$5.8M
Employees1
Clients0
DateApr 2020
Total AUM$36.2M
Discretionary$30.4M
Non-Disc.$5.8M
Employees1
Clients0
DateJan 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJan 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateNov 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0