Orin Green Financial, LLC
● SEC registered since 2016CRD 285670SEC# 801-108776San Diego, CA
Reg. AUM
$528.8M
Employees
7
Accounts
873
Location
San Diego, CA
Orin Green Financial, LLC assets under management
Orin Green Financial, LLC operates as an SEC-registered investment adviser based in San Diego, CA. The firm has been registered since 2016. It reports $528.8 million in regulatory assets under management and employs 7 people.
Orin Green Financial, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Corrine Nicole Fields Control | Chief Compliance Officer | Under 5% | 2016 |
| Orin and Liora Green Trust Control | Managing Member | Over 75% | 2018 |
| Liora Green Control | Trustee | 50-75% | 2018 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Orin Green Financial, LLC manage?
Orin Green Financial, LLC reports $528.8 million in regulatory assets under management on its Form ADV.
How many employees does Orin Green Financial, LLC have?
Orin Green Financial, LLC reports 7 employees.
Where is Orin Green Financial, LLC located?
Orin Green Financial, LLC is based in San Diego, CA and has been SEC-registered since 2016.
Does Orin Green Financial, LLC disclose fund performance?
Orin Green Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 9820 Willow Creek Road, Suite 210, San Diego, CA 92131 |
| Phone | (858) 634-3232 |
| Office hours | 8-5p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1844227 |
| Discloses disciplinary history | No |
Regulatory AUM
$528.8M▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 47%
Larger than 53% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$528.8Mregulatory AUM
Discretionary $524.8MNon-discretionary $4M