Orion Advisor Solutions:
Empowering Investment Advisors Through Three Interrelated Businesses

Recently Released!!!
Date Published: June 17, 2019
Summary PowerPoint Deck: 104 Slides
Reference PowerPoint Deck: 306 Slides

Orion Advisor Solutions was founded by Pat Clarke & Mike Miola in 2002 and is based in Omaha, NE. The company has three offices, 400 employees, $120 billion asses under management & administration, $100 million revenue, $17.0 million EBITDA, and is led by its Chairman Mike Miola. Orion Advisor Solutions' web sites can be found at www.nstar-financial.com, www.geminifund.com, www.blugiant.com, www.nlcompliance.com, www.nldistributors.com, www.advisoronefunds.com, www.orionadvisor.com, www.clsinvest.com, & www.constellationtrust.com.

This research addresses the key historical phases of Orion Advisor Solutions, including:
  • Merger Phase
  • Expansion Phase
  • Success Phase
  • Private Equity Phase
Its profile includes the key statistics of the company, including its number of offices, employees, clients, revenues, & net profits.

Its profile includes detailed outlines of its core businesses, including:
  • Gemini Fund Services
    • Northern Lights Compliance Services
    • Northern Lights Distributors
    • Northern Lights Fund Trust & Variable Trust
    • Advisor One Funds
    • Blu Giant
  • Orion Advisor Services
  • CLS Investments
  • Constellation Trust Company (Affiliate)

And its profile concludes with the highlights of its organizational structure & ownership.



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