Orin Green Financial, LLC
Orin Green Financial, LLC is an independent investment advisory firm headquartered in San Diego, CA. The firm provides asset management and investment consulting services, specializing in comprehensive financial planning for individuals and families, with a focus on retirement planning, equity compensation for high-tech and biotech executives, professional athletes, and charitable and endowment strategies. Orin Green Financial operates with a small, specialized team of approximately 7 employees, the majority of whom serve in investment roles, and caters primarily to high net worth individuals. The firm was founded by Orin Green, CFP, a veteran financial advisor with significant experience in Southern California.
Investment Strategy
Orin Green Financial LLC provides personalized, discretionary investment management and holistic wealth planning, focusing mainly on high net worth individuals. The firm employs diversified portfolio construction using individual equities and ETFs, emphasizing risk management and long-term growth. Their approach includes retirement planning, equity compensation strategies, charitable planning, and customized portfolios designed to meet each client’s goals. The majority of assets are advised on a discretionary basis, demonstrating high trust and active management tailored for each client’s financial situation.
Top Holdings
Equity Positions (78)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 13.45% | $31.8M | 51,196 | $388.79 | $620.90 | +$5.1M |
V VEA | VANGUARD TAX-MANAGED FDS | 9.14% | $21.6M | 378,769 | $47.70 | $57.01 | +$2.2M |
I IJH | ISHARES TR | 8.50% | $20.1M | 323,686 | $48.36 | $62.02 | +$3.0M |
C CMF | ISHARES TR | 8.07% | $19.1M | 342,121 | $56.97 | $55.74 | -$1.0M |
Q QCOM | QUALCOMM INC | 5.83% | $13.8M | 86,542 | $147.65 | $159.26 | +$2.0M |