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ORION PORTFOLIO SOLUTIONS, LLC

SEC Form ADV profile.

Total regulatory AUM
$64,842,135,351
Discretionary
$53,421,780,525
Non-discretionary
$11,420,354,826

Firm details

CRD number
107975
SEC file number
801-57265
Main office
OMAHA, NE, United States
Employees
305
SEC status
Approved
Fee structure
Percentage of AUM Fixed fees Performance-based

As of October 2026.