O
Orend Investment Management, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,400,000
Clients
7
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
7
LowAverage account size
$342,857
About
Orend Investment Management, Inc. provides portfolio management services to individual clients and uses a percentage-of-assets fee model. In its Form ADV the firm reports approximately $2.4 million in assets under management across seven client relationships.
The firm’s brochure outlines its methods of analysis, investment strategies, and the risks of loss, and explains its processes for account reviews and trading. It also addresses custody and brokerage practices as well as other compliance-related topics typically included in Form ADV.
Notably, Orend’s very small asset base and limited client roster distinguish it from many independent peers and may affect the scale of its operational resources. The ADV also contains disclosures regarding performance-based fees and other financial industry activities and affiliations, topics that are less commonly detailed by firms of similar size.
Client services
Portfolio management
Consulting to other advisers
Main office location
Orend Investment Management, Inc.
28 Goldie Road
Youngstown OH 44505-1944, United States
Number of offices
1
Most active in
Orend Investment Management, Inc. has reported serving >5 clients in these states in the last 12 months.
Ohio
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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