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Home > Retirement Planners > georgia > roswell > ODYSSEY PERSONAL FINANCIAL ADVISORS, LLC
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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