Executive Services
28yrs
Top 21% by experience nationwide
About the firm
A registered investment advisory firm based in Newport Beach, California. It manages about $30.5 million for roughly 27 individual clients. Services include financial planning, investment management for individuals and small businesses.
How they work
How they’re paid ?A percentage of the assets they manage; Hourly fees; Flat or fixed fees
Typical client size ?$1.13 million
Assets under management ?$30.5 million
Individual clients27
Median years of experience28
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businesses
Advisors at Executive Services
1Advisors
28Median years of experience
1States with offices
–Offices
Also known as
Orion Investments, LLC · Orion Investments
About Executive Services
How do I contact Executive Services?
Call the main office at (855) 877-4976. The main office is at 620 Newport Center Drive Suite 1100, Newport Beach, CA 92660.
How is Executive Services paid?
The firm reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does Executive Services offer?
Financial planning, Investment management for individuals and small businesses.
How many advisors work at Executive Services?
We list 1 advisor currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.