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James Daniel Stewart

ODER & STEWART INVESTMENT MANAGEMENT, LLC·WOODLAND HILLS, California
Unclaimed Profile
21300 VICTORY BLVD, WOODLAND HILLS, CA 91367CRD# 3210303Firm CRD# 134506
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About

James Daniel Stewart is a registered financial advisor based in WOODLAND HILLS, California, affiliated with ODER & STEWART INVESTMENT MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ODER INVESTMENT MANAGEMENT, LLC
ODER INVESTMENT MANAGEMENT, LLC
AUM
$281M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at ODER INVESTMENT MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 3210303
Firm CRD# 134506
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Daniel Stewart offer?
James Daniel Stewart specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WOODLAND HILLS, California for a consultation.
What are James Daniel Stewart's credentials?
James Daniel Stewart is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Daniel Stewart located?
James Daniel Stewart is based in WOODLAND HILLS, California, working with ODER & STEWART INVESTMENT MANAGEMENT, LLC. Their office serves clients in the WOODLAND HILLS metropolitan area and surrounding communities.
How does James Daniel Stewart charge for services?
James Daniel Stewart's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ODER & STEWART INVESTMENT MANAGEMENT, LLC?
ODER & STEWART INVESTMENT MANAGEMENT, LLC has approximately 6 employees and manages $281M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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