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Orrell & Co Inc (Livermore)


Orrell & Co Inc is an adviser based in Livermore. It manages $16 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

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Orrell & provides portfolio management for investment companies and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Orrell &: assets under management

The assets under management (AUM) of Orrell & Co Inc is $16 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $16 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $16 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Orrell & Co Inc for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Livermore

The principal office where Orrell & Co Inc performs its advisory services is located at 1440 Concannon Blvd, Livermore, CA 94550, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 925-455-0802 or by fax 925-455-4340. The normal business hours are 7:00 am to 4:00 pm on Monday - Friday. You can find more information about the New York firm at www.montereyfunds.com.


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