linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Gregory Michael Orrell

Orrell Capital Management

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Gregory? Claim Your Profile

About Gregory Michael Orrell

Gregory Michael Orrell is an investment advisor representative with Orrell Capital Management, Inc. Gregory Orrell is registered with the state of California. Gregory Orrell has been in the industry for 26 years. Gregory Orrell has passed the Series 7, Series 24, and Series 63 exams. Gregory Orrell has experience with Mutual Securities, Inc. and Orrell and Company, Inc. Gregory Orrell is the president of Orrell Capital Management, Inc. and is involved in portfolio management. The firm has a total of 2 accounts with assets under management of $51,300,000.

Firm Information

Gregory Orrell is currently registered with Orrell Capital Management. Orrell Capital Management is an investment advisor headquartered in Livermore, CA. The firm manages approximately $51.3 million in assets for investment companies and pooled investment vehicles. Their advisory services include portfolio management for businesses, individuals, investment companies, and pooled investment vehicles.
Orrell Capital Management

2600 KITTY HAWK ROAD

LIVERMORE, CA 94551

$51.30M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Gregory Orrell’s Registration & Firm History

CA

01/01/2025 - Present

Orrell Capital Management (LIVERMORE CA)

CA

04/18/2001 - 10/01/2007

MUTUAL SECURITIES, INC. (LIVERMORE CA)

CA

07/15/1984 - 05/11/2001

ORRELL AND COMPANY, INC. (LIVERMORE CA)

NA

09/26/1983 - 07/16/1984

WALL STREET WEST, INC.

Not sure if Gregory Michael Orrell is right for you?

Licenses & Designations

IA

Issued 03/12/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/29/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/27/1984

Series 24 - General Securities Principal Examination

BC

Issued 09/17/1983

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gregory Michael Orrell.
Not sure if Gregory Michael Orrell is right for you?