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ODER INVESTMENT MANAGEMENT, LLC
ODER INVESTMENT MANAGEMENT, LLC
WOODLAND HILLS, California
·
7 registered advisors
·
CRD# 134506
SEC# 801-110656
1
(818) 676-0036
01
Firm Overview
AUM
$281M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
7
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at ODER INVESTMENT MANAGEMENT, LLC
7 registered advisors
Christine Helmstetter
WOODLAND HILLS, California
CRD# 7078148
Dana Oder
WOODLAND HILLS, California
CRD# 7078147
Erik Morgan Helmstetter
WOODLAND HILLS, California
CRD# 3173525
James Daniel Stewart
WOODLAND HILLS, California
CRD# 3210303
Joshua Kenneth Oder
WOODLAND HILLS, California
CRD# 3195875
Sonia Zorn
WOODLAND HILLS, California
CRD# 7078231
Steven Samuel Zorn
WOODLAND HILLS, California
CRD# 4096534
05
Office Locations
WOODLAND HILLS, California
7 advisors
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Data sourced from SEC Form ADV filings. ODER INVESTMENT MANAGEMENT, LLC (CRD# 134506) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.