Michael
Orzel

Signalpoint Asset Management LLC

CRD#2918793
Investment Advisor
in Matthews, NC

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About this Advisor

Michael Orzel is a financial advisor based in Matthews, North Carolina, working with Signalpoint Asset Management LLC. Michael has previously held a position at Signalpoint Asset Management, LLC. Michael has passed the Series 66 and Series 65 regulatory exams and is registered to provide services in Florida, Louisiana, Missouri, Nebraska, North Carolina, and Texas. Currently, Michael is part of Signalpoint Asset Management LLC, which operates out of Matthews, North Carolina. The firm has 3 offices and 10 employees. The firm manages assets totaling $522.3 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Signalpoint Asset Management LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Matthews, NC

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Signalpoint Asset Management LLC Brokerage Details

Total Assets Under Management

$522,255,956

NC Average: $11,469,110,461
Total Number of Employees

10

NC Average: 458
Total Number of Accounts

1,512

NC Average: 33,415
Average Account Size

$345,407

NC Average: $343,232

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Michael Orzel Work History

2008 - Present (17 years)

Signalpoint Asset Management, LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Michael Orzel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Signalpoint Asset Management LLC

Carolyn Hoffman
Springfield, MO
James Smith
Springfield, MO
Myles Jackson
Springfield, MO
Kimberley Hamilton
Springfield, MO
Andrea Batey
Springfield, MO
John Handy
Springfield, MO
Jonathan Timson
Springfield, MO
George Timson
Springfield, MO

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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