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Building 2ODYSSEY CAPITAL ADVISORS INC.

Map pinBALA CYNWYD, PA
Phone484-278-4497
NotebookSEC #801-130634
Total AUM
$189.2M
Employees
5
Clients
259

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2 BALA PLAZA
SUITE 515
BALA CYNWYD
PA 19004
United States
Operating Hours
8 AM - 4:30 PM
Monday - Friday
Phone
484-278-4497

ReceiptFinancials

Total AUM
$189.2M
Accounts
642
Discretionary
$189.2M
Accounts
642
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
205
AUM
$64.4M
HNW Individual Clients
47
AUM
$110.3M
Charitable Organization Clients
5
AUM
$8.3M
Corporation or Business Clients
2
AUM
$6.1M

Briefcase businessServices

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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

Shield checkCompliance

Disclosures

None reported

State Registrations
CADCDEFLGAILLAMDNJNYPATNTX

HandshakeAffiliates

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

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