Amber Nicole Gresham

Orion Portfolio Solutions, LLC

8 Years of Experience

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Firm Information

Orion Portfolio Solutions, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

182 advisors

Number of Clients

194,403 clients

Average Client Portfolio

$297K average

Assets Under Management

$57.7B

Fee Structure

Minimum Investment:None

This firm offers various investment management programs with different fee structures that are not detailed in this brochure. More information can be found in Item 5 – Fees and Compensation of this Brochure.

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Areas of Practice

Investment Management

Advisor Information

Office location

17605 Wright St, Omaha, NE, 68130

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Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Amber works as a consultant for Millennium Trust Company/PayFlex, advising on the sale of consumer-directed health benefits. This takes about 10-20% of Amber's time and does not occur during securities trading hours.