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CRD#: 133378
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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

ORCHARD SECURITIES, LLC is located at 365 Garden Grove Lane Suite 100, Pleasant Grove, UT 84062 and was first established at Denver, Utah in 09/27/2005. After operating for 20 years, ORCHARD SECURITIES, LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of ORCHARD SECURITIES, LLC’s clients are individuals and 0% of their clients are high net worth individuals. ORCHARD SECURITIES, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at ORCHARD SECURITIES, LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access ORCHARD SECURITIES, LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at ORCHARD SECURITIES, LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for ORCHARD SECURITIES, LLC Comes From

Understanding the Statistics for ORCHARD SECURITIES, LLC and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
365 Garden Grove Lane Suite 100, Pleasant Grove, UT 84062
Mailing Address
365 Garden Grove Lane Suite 100, Pleasant Grove, UT 84062
Firm Size
Small
Phone Number
(801) 316-4301
Established
Utah since 09/27/2005
Firm Type
Limited Liability Company
Fiscal year end
June
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Customer Relationship Summary (CRS / FINRA)

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
CREEKSIDE LAND DEVELOPMENT, LLCMEMBER
FAR VISIONS, LLCMEMBER
NORTH CANYON ENTERPRISES, LLCMEMBER
TOTTENHAM INVESTMENTS, LLCMEMBER
TRIPLE CROWN SECURITES, LLCMEMBER
BADALAMENTI, CHARLES RICHARDFINOP2065038
BRADBURN, KEVIN CHRISTOPHERMANAGER, CHIEF EXECUTIVE OFFICER2718206
GARRETT, TAYLOR WESTONPRESIDENT4829547
HART, ADRIENNE YOSTCHIEF COMPLIANCE OFFICER1510179

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Advisor's working at ORCHARD SECURITIES, LLC

AH

Adrienne Yost Hart

Adrienne Elizabeth Hart, Adrienne Elizabeth Yost
RR
CRD#: 1510179
Location:
New York, NY 10010
Company:
ROCKDALE SECURITIES, LLC
Disclosures:
Experience:
37 years
View Profile
CB

Charles Richard Badalamenti

Charlie Badalamenti
RR
CRD#: 2065038
Location:
Littleton, CO
Company:
DFPG INVESTMENTS, LLC
Disclosures:
Experience:
34 years
View Profile
JN

Jeffrey Stuart Namendorf

RR
CRD#: 2025291
Location:
Pleasant Grove, UT 84062
Company:
ORCHARD SECURITIES, LLC
Disclosures:
Experience:
35 years
View Profile
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