Overview
Assets Under Management: $264 million
Headquarters: ROSWELL, GA
High-Net-Worth Clients: 90
Average Client Assets: $2 million
Frequently Asked Questions
ODYSSEY PERSONAL FINANCIAL ADVISORS, LLC 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 #322496), ODYSSEY PERSONAL FINANCIAL ADVISORS, LLC is subject to fiduciary duty under federal law.
ODYSSEY PERSONAL FINANCIAL ADVISORS, LLC is headquartered in ROSWELL, GA.
ODYSSEY PERSONAL FINANCIAL ADVISORS, LLC serves 90 high-net-worth clients according to their SEC filing dated March 05, 2024. View client details ↓
According to their SEC Form ADV, ODYSSEY PERSONAL FINANCIAL ADVISORS, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
ODYSSEY PERSONAL FINANCIAL ADVISORS, LLC manages $264 million in client assets according to their SEC filing dated March 05, 2024.
According to their SEC Form ADV, ODYSSEY PERSONAL FINANCIAL ADVISORS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 90
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.94
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 914
Discretionary Accounts: 798
Non-Discretionary Accounts: 116
Regulatory Filings
CRD Number: 322496
Last Filing Date: 2024-03-05 00:00:00
Website: https://odysseypfa.com