RIA Intel›Advisers›New York›ORCHESTRAL FINANCIAL GROUP INC.

ORCHESTRAL FINANCIAL GROUP INC.

Advisory

AMHERST, NY

Data as of Apr 8, 2026 · Source: SEC Form ADV

Rank in NY

#5,170

of 5,722 advisers by AUM

Average account

$88K

across 161 accounts

AUM per adviser

$7M

2 advisers

Source: SEC Form ADV. Figures as filed Apr 8, 2026.

Total AUM

$14M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$14M

Discretionary AUM$14M

Non-Discretionary AUM$309K

Discretionary %97.8%

Total Clients88

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InNY

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

88 clients

8 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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