ODYSSEY CAPITAL ADVISORS INC.
Total AUM
$189.2M
Employees
5Clients
259Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2 BALA PLAZA
SUITE 515
BALA CYNWYD
PA 19004
United States
SUITE 515
BALA CYNWYD
PA 19004
United States
Operating Hours
8 AM - 4:30 PM
Monday - Friday
Monday - Friday
Phone
484-278-4497
Financials
Total AUM
$189.2M
Accounts
642Discretionary
$189.2M
Accounts
642Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
205AUM
$64.4M
HNW Individual Clients
47AUM
$110.3M
Charitable Organization Clients
5AUM
$8.3M
Corporation or Business Clients
2AUM
$6.1M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
REFERRAL FEES & PERCENTAGE OF PLAN ASSETS
Compliance
Disclosures
None reported
State Registrations
CADCDEFLGAILLAMDNJNYPATNTX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.