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Org Partners LLC

EST. AUM
$772,570,633

CONTACTS
6

CLIENT ACCOUNTS
1,747

Firm Details

Metro area Richmond
CRD Number 312728
Website orgpag.com
Client types

Overview

The company offers tailored solutions aimed at empowering advisors to dedicate their time to clients, ensuring operational stability and peace of mind. The firm merged into Ascentis Independent Advisors, LLC in January 2026.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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