Overview
Assets Under Management: $160 million
High-Net-Worth Clients: 30
Average Client Assets: $2.1 million
Frequently Asked Questions
ODLUM BROWN USA INVESTMENT MANAGEMENT LIMITED is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #132242), ODLUM BROWN USA INVESTMENT MANAGEMENT LIMITED is subject to fiduciary duty under federal law.
ODLUM BROWN USA INVESTMENT MANAGEMENT LIMITED serves 30 high-net-worth clients according to their SEC filing dated June 25, 2025. View client details ↓
According to their SEC Form ADV, ODLUM BROWN USA INVESTMENT MANAGEMENT LIMITED offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
ODLUM BROWN USA INVESTMENT MANAGEMENT LIMITED manages $160 million in client assets according to their SEC filing dated June 25, 2025.
According to their SEC Form ADV, ODLUM BROWN USA INVESTMENT MANAGEMENT LIMITED serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 30
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 38.88%
Average Client Assets: $2.1 million
Total Client Accounts: 422
Discretionary Accounts: 422
Regulatory Filings
CRD Number: 132242
Filing ID: 1999959
Last Filing Date: 2025-06-25 13:17:00