AdvisorOS Directory
Claim Profile
EO

Eric P Ode

CHAMPLAIN INVESTMENT PARTNERS, LLC·BURLINGTON, Vermont
Unclaimed Profile
180 BATTERY STREET, BURLINGTON, VT 05401-5334CRD# 5159081Firm CRD# 132474
01

About

Eric P Ode is a registered financial advisor based in BURLINGTON, Vermont, affiliated with CHAMPLAIN INVESTMENT PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
CHAMPLAIN INVESTMENT PARTNERS, LLC
CHAMPLAIN INVESTMENT PARTNERS, LLC
AUM
$17.3B
Regulatory assets under management
Employees
42
Total firm employees
View all advisors at CHAMPLAIN INVESTMENT PARTNERS, LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5159081
Firm CRD# 132474
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BURLINGTON?

Browse all registered financial advisors in BURLINGTON, Vermont or claim this profile if it's yours.

Browse BURLINGTON AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Eric P Ode offer?
Eric P Ode specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in BURLINGTON, Vermont for a consultation.
What are Eric P Ode's credentials?
Eric P Ode is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Eric P Ode located?
Eric P Ode is based in BURLINGTON, Vermont, working with CHAMPLAIN INVESTMENT PARTNERS, LLC. Their office serves clients in the BURLINGTON metropolitan area and surrounding communities.
How does Eric P Ode charge for services?
Eric P Ode's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CHAMPLAIN INVESTMENT PARTNERS, LLC?
CHAMPLAIN INVESTMENT PARTNERS, LLC has approximately 42 employees and manages $17.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in BURLINGTON
James Joseph Burns — GSAM STABLE VALUE, LLCMatthew William Strobeck — BIRCHVIEW CAPITAL, LPBenjamin Grant Small — BIRCHVIEW CAPITAL, LPRichard Mccormick — BIRCHVIEW CAPITAL, LPJohn Kingston Dwight — DWIGHT ASSET MANAGEMENT COMPANY LLC
Nearby cities in Vermont
MONTPELIER (49)SOUTH BURLINGTON (17)MANCHESTER (17)BRATTLEBORO (13)SHELBURNE (11)
City Guides
MONTPELIER GuideSOUTH BURLINGTON GuideMANCHESTER GuideBRATTLEBORO GuideSHELBURNE Guide
Research
Advisor Fees in VermontNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile