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Home > Retirement Planners > california > woodland hills > ODER INVESTMENT MANAGEMENT, LLC
ODER INVESTMENT MANAGEMENT, LLC
21300 Victory Blvd
Suite 855
Woodland Hills, California 91367
Tel: (818) 676-0036
About ODER INVESTMENT MANAGEMENT, LLC
ODER INVESTMENT MANAGEMENT, LLC, formally registered with the SEC as ODER INVESTMENT MANAGEMENT, LLC. The firm was established in 06/16/2017. They have over 2 offices throughout the country.
ODER INVESTMENT MANAGEMENT, LLC is a Woodland Hills, California based Financial Planning firm with nearly $319,333,215 assets under management, offering retirement planning & investment advisory services to 599 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 134506 |
| SEC# | 801-110656 |
| Assets Managed by Firm | $319,333,215 |
| No. of Clients | 599 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 599 | $319,333,215 |
| Individuals (other than high net worth individuals) | 111 | $57,141,079 |
| High net worth individuals | 61 | $223,313,078 |
| Pension and profit sharing plans | 15 | $27,566,283 |
| Charitable organizations | Fewer than 5 clients | $7,741,018 |
| Corporations or other businesses | 6 | $3,571,757 |
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