Overview
Assets Under Management: $264 million
Headquarters: ROSWELL, GA
High-Net-Worth Clients: 90
Average Client Assets: $2 million
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