Orr & Reno Professional Association (Concord)

Name: Orr & Reno Professional Association
Address: One Eagle Square, Concord, NH, 03301
Telephone: 603-224-2381

Orr & Reno Professional Association is a large advisory firm based in Concord. It manages $216.19 million of regulatory assets for 385 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of New Hampshire.

Orr & Reno Professional Association provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Orr & Reno Professional Association: assets under management

The assets under management (AUM) of Orr & Reno Professional Association is $216.19 million. The firm's AUM has gone down by -1% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $205.13 million in discretionary accounts and $11.06 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $549.96 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $921.58 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Orr & Reno Professional Association for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Orr & Reno Professional Association

James Putnam Bassett has been acting as President since 1 Dec 1989. Mary Susan Leahy joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Ronald Louis Snow	Director	1 Dec 1968	Other	4390513
Richard Bates Couser	Director	1 Dec 1971	Other	4390436
William Lansing Chapman	Director/president	1 Dec 1977	Other	4390195
Howard Mackenzie Moffett	Director	1 Jun 1982	Other	4390498
James Edgar Morris	Director	1 Dec 1984	Other	4390509
Connie Lee Rakowsky	Director	1 Dec 1986	Other	4390511
James Putnam Bassett	Director	1 Dec 1989	Other	4390180
Jill Kschinka Blackmer	Director/treasurer	1 Dec 1989	Other	4390184
Charles Allen Szypszak	Director	1 Dec 1993	Other	4390516
John Alfred Malmberg	Director	1 Jun 1994	Other	4390492
Steven Landsman Winer	Director	1 Jun 1994	Other	4390521
Peter Frederick Burger	Director	1 Dec 1994	Other	4390187
Lisa Karen Wade	Director	1 Dec 1994	Other	4390519
Megan Ryan Macmullin	Director	1 Dec 1996	Other	4390488
Jennifer Aimee Eber	Director	1 Dec 1997	Other	4390445
George William Roussos	Director/secretary	1 Jan 1998	Other	4390512
Roy Steven Mccandless	Director	1 Dec 1998	Other	4390495
Marcia Hennelly Moran	Director	1 Dec 1998	Other	4390502
Laura Elizabeth Tobin	Director	1 Dec 1999	Other	4390524
Virginia Symmes Sheehan	Director	1 Dec 1999	Other	4390943
Pamela E. Phelan	Director	1 Jan 2001	Other	4390523
Jonathan Andrew Chorlian	Director	1 Jan 2001	Other	4390888
Emily Gray Rice	Director	1 Feb 2001	Other	4390939
Martha Van Oot	Director	1 Jun 2001	Other	4435128
Gayle Morrell Braley	Director	1 Nov 2001	Other	4489298
Douglas Lee Patch	Director	1 Nov 2001	Other	4489301
Ann Meissner Flood	Director	1 Jan 2003	Other	4750038
Mary Susan Leahy	Chief compliance officer	1 Feb 2004	Other	4390486

Based in Concord

The principal office where Orr & Reno Professional Association performs its advisory services is located at One Eagle Square, Concord, NH 03301 The mailing address of the firm is P.O. Box 3550, Concord, NH 03302 3550. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 603-224-2381 or by fax 603-224-2318. The normal business hours are 8:00 a.m. - 4:30 p.m. on Monday - Friday. You can find more information about the New York firm at www.orr-reno.com.