# Orbit Financial Planning and Investments

Orbit Financial Planning and Investments is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 329538
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/329538

## About

ORBIT FINANCIAL PLANNING AND INVESTMENTS is a state-registered investment adviser in URBANA, IL. The firm manages approximately $3 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### Is Orbit active as an investor, or is this a dormant entity?

No transactional evidence — direct deals, fund commitments, co-investments, or portfolio-company board seats — has surfaced in any public business database, news archive, or regulatory filing. Whether the entity is actively deploying capital, passively managing legacy assets, or has ceased operations cannot be confirmed from available sources.

### Where is Orbit Financial Planning and Investments located?

No office address, state of incorporation, or geographic footprint has been identified in the public record. Standard business-entity searches and commercial databases return no verifiable location data for this firm.

## Related profiles

- [Better Financial Services](https://altss.com/profile/better-financial-services-llc)
- [VELAY FINANCIAL SERVICES LIMITED](https://altss.com/profile/velay-financial-services-limited)

---

Last updated: 2026-07-06T01:24:22.549Z

Canonical page: https://altss.com/profile/orbit-financial-planning-and-investments

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology
