Overview
Assets Under Management: $319 million
Headquarters: WOODLAND HILLS, CA
High-Net-Worth Clients: 61
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 61
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.93
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 599
Discretionary Accounts: 589
Non-Discretionary Accounts: 10
Regulatory Filings
CRD Number: 134506
Last Filing Date: 2025-02-27 00:00:00
Website: https://oderllc.com