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Building 2ODER INVESTMENT MANAGEMENT, LLC

Map pinWOODLAND HILLS, CA
Phone(818) 676-0036
NotebookSEC #801-110656
Total AUM
$366.7M
Employees
6
Clients
202

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
21300 VICTORY BLVD
SUITE 855
WOODLAND HILLS
CA 91367
United States
Operating Hours
7:45 A.M. TO 4:00 P.M.
Monday - Friday
Phone
(818) 676-0036
Other Offices
1

ReceiptFinancials

Total AUM
$366.7M
Accounts
584
Discretionary
$338.5M
Accounts
574
Non-Discretionary
$28.1M
Accounts
10

ContactClients

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Individual Clients
108
AUM
$47.2M
HNW Individual Clients
72
AUM
$278.7M
Pension/Profit Sharing Plan Clients
15
AUM
$31.3M
Charitable Organization Clients
1
AUM
$5M
Corporation or Business Clients
6
AUM
$4.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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