Origin Investment Advisory LLC

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Assets Under Management

$2.1M

Number of Clients

1,776

Number of Advisors

Average Client AUM

$1K

AUM per Advisor

$55K

Compensation

Fixed/Hourly

About This Firm

Origin Investment Advisory LLC offers discretionary and non-discretionary financial planning services, including budgeting tools, AI-powered advice, stock bundles, and automated index investing. Services are tailored to individual goals and risk tolerance, delivered through direct-to-consumer and employer-sponsored models. The firm uses Modern Portfolio Theory and behavioral economics in its investment strategies.