Lynn H. Orr Capital Management Group, Inc. is an adviser based in Marco Island. It manages $35 million of regulatory assets for 131 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Florida.
Lynn H. Orr Capital Management Group provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Lynn H. Orr Capital Management Group, Inc. is $35 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 9% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Lynn H. Orr Capital Management Group, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Lynn Hartong Orr has been acting as President since 1 Dec 1998. Elaine Ann Orr joined the executive team most recently as the Secretary/Treasurer/Chief Compliance Officer.
The principal office where Lynn H. Orr Capital Management Group, Inc. performs its advisory services is located at 317 N. Collier Boulevard, Marco Island, FL 34145, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 239-642-5823 or by fax 239-642-9411. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.