RIA Intel›Advisers›Ohio›OREND INVESTMENT MANAGEMENT, INC.

OREND INVESTMENT MANAGEMENT, INC.

Advisory

YOUNGSTOWN, OH

Data as of Mar 20, 2026 · Source: SEC Form ADV

Average account

$343K

across 7 accounts

AUM per adviser

$2M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 20, 2026.

Total AUM

$2M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$2M

Discretionary AUM$2M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients7

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InOH

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

7 clients

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

See plansIncluded with the Intelligence plan

Advisers of similar size in OH

Closest by assets under management. All figures from Form ADV.

LACHANCE WEALTH PARTNERS

$2M

RETIREMENT PLANNING GROUP, LLC

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$2M

BUTTONWOOD ADVISORS, LLC

$2M

VALIANCE GROUP LLC

$2M

GRENADILLA ADVISORY LLC

$2M

METROPOLITAN INVESTMENT MANAGEMENT GROUP, LLC

DAYTON, OH

$3M

-90.0% 1Y

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