ODYSSEY PERSONAL FINANCIAL ADVISORS, LLC

500 Sun Valley Drive
Suite A-6
Roswell, Georgia 30076
Tel: 770-992-4444

About ODYSSEY PERSONAL FINANCIAL ADVISORS, LLC

ODYSSEY PERSONAL FINANCIAL ADVISORS, LLC, formally registered with the SEC as ODYSSEY PERSONAL FINANCIAL ADVISORS, LLC. The firm was established in 08/26/2022. They have over 1 offices throughout the country.

ODYSSEY PERSONAL FINANCIAL ADVISORS, LLC is a Roswell, Georgia based Financial Planning firm with nearly $263,970,000 assets under management, offering retirement planning & investment advisory services to 914 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	322496
SEC#	801-126453
Assets Managed by Firm	$263,970,000
No. of Clients	914
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Subscription fees
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	914	$263,970,000
Individuals (other than high net worth individuals)	210	$77,110,000
High net worth individuals	76	$186,860,000

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