This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

former SEC adviserderivedabsent from the latest SEC roster

Regulatory AUM

$0Item 5.F on the latest filing (2015-10-13); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$0

Private client RAUM

$0derivedItem 5.D individuals plus high net worth individuals

Advisors on IAPD

0

Employees

8

Advisory employees

1

Accounts

0

SEC number

801-101520

CRD

173800

Filings on the tape

3

First filed

Jul 13, 2015

Latest filed

Oct 13, 2015

Organised

Limited Liability Company, Delaware

• Occurred

  Jul 13, 2015
  First Form ADV filing

  Orenda Financial filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:09e22182-d230-83fb-e94e-06935b3a3562

First observed

Jul 13, 2015

Last observed

Oct 13, 2015 133 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.