Orchard Financial Group

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

10828 Pall Mall Dr, Austin, Texas, 78748...

Phone Number

(512) 655-3444

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Orchard Financial Group

Orchard Financial Group is a fee-only financial advisory firm that specializes in all-inclusive wealth management and financial planning services. They focus on providing tailored financial advice to LGBTQ couples and families, emphasizing socially responsible investing and equity compensation strategies. The firm aims to alleviate financial stress for clients by offering organized, collaborative planning and execution of financial goals. With a commitment to being a supportive ally, Orchard Financial Group empowers clients to align their finances with their life aspirations.Explore more
Orchard Financial Group's Social MediaPopular SearchesOrchard Financial GroupOrchard Financial Group LLCOrchard AdministratorsOrchard FinancialOrchard Financial Group - LosSIC Code 62,628NAICS Code 52,523Show more

Orchard Financial Group Org Chart

PhoneEmail
Nelson Todd, President at Orchard Financial Group
United States flag for contact location.

President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Orchard Financial Group

<$5M
1-10
Private
<$5M
1998
Nelson Todd, President at Orchard Financial Group
Nelson ToddPresident
<$5M
11-50
Private
<$5M
2006
DR
Dale RubinFounding Partner, Chief Investment Officer
<$5M
1-10
Private
-
2016
<$5M
1-10
Private
-
2005
N/A
<$5M
1-10
Private
-
2005
MC
Monique CarpenterCustomer Service Lead
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Orchard Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Orchard Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Orchard Financial Group.

Orchard Financial Group financials insights

Gather financial insights about Orchard Financial Group, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$10K

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Orchard Financial Group Tech Stack

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Frequently Asked Questions Regarding Orchard Financial Group

What is Orchard Financial Group's official website?
Orchard Financial Group's official website is www.orchardfinancial.com
What is Orchard Financial Group's Revenue?
Orchard Financial Group's revenue is <$5 Million
What is Orchard Financial Group's SIC code?
Orchard Financial Group's SIC: 62,628
What is Orchard Financial Group's NAICS code?
Orchard Financial Group's NAICS: 52,523
How many employees does Orchard Financial Group have?
Orchard Financial Group has 1-10 employees
What industry does Orchard Financial Group belong to?
Orchard Financial Group is in the industry of: Finance, Securities Trading
What is Orchard Financial Group competition?
Orchard Financial Group top competitors include: Quantum Financial Planning, Wentsel Wealth Management, Christman Financial Advisors, Wealth Advisory Services
What technology does Orchard Financial Group use?
Some of the popular technologies that Orchard Financial Group uses are: WooCommerce, WordPress.org, PHP, Google Tag Manager
How do I contact Orchard Financial Group?
Orchard Financial Group contact info: Phone number: (512) 655-3444 Website: www.orchardfinancial.com
What does Orchard Financial Group do?

Orchard Financial Group is a fee-only financial advisory firm that specializes in all-inclusive wealth management and financial planning services. They focus on providing tailored financial advice to LGBTQ couples and families, emphasizing socially responsible investing and equity compensation strategies. The firm aims to alleviate financial stress... for clients by offering organized, collaborative planning and execution of financial goals. With a commitment to being a supportive ally, Orchard Financial Group empowers clients to align their finances with their life aspirations.Read More

What are Orchard Financial Group social media links?
Orchard Financial Group Linkedin page Orchard Financial Group Twitter page Orchard Financial Group Facebook page
Is Orchard Financial Group a public company?
Orchard Financial Group is private company therefore does not currently have an official ticker symbol
See more information about Orchard Financial Group

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