Orin Green Financial, LLC

Orin Green Financial, LLC, operating as Orin Green Financial, is a registered investment adviser based in San Diego, CA. Established in an undisclosed year, the firm specializes in managing assets for various clients, including individuals, high net worth individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations. Acting as a fiduciary, the firm is committed to always acting in the best interest of clients. Orin Green Financial offers a wrap fee program where clients pay a single fee for investment advisory services and associated custodial transaction costs. The firm may recommend illiquid investments, creating a potential conflict of interest due to limited trading and transaction costs. The recommended custodian is Charles Schwab & Co. Inc. The firm offers two main services: Wrap Asset Management and Wrap Comprehensive Portfolio Management, with maximum annual fees not exceeding 1.50% and 2.00%, respectively. Clients can place reasonable restrictions on investments, and the firm reviews accounts annually. Orin Green Financial utilizes fundamental analysis and various investment strategies, including asset allocation, fixed income portfolio management, long-term purchases, margin transactions, option transactions, and short sales. The firm does not charge performance-based fees and does not recommend other wrap program services. Clients can contact their portfolio managers directly, and the firm does not accept proxy authority to vote client securities. Orin Green Financial does not pay referral fees and does not provide financial information in the brochure.