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Building 2ODA AND COMPANY, INC.

Map pinMEDINA, OH
Phone330-725-8911
NotebookSEC #801-135858
Total AUM
$125.6M
Employees
3
Clients
198

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
416 WEST LIBERTY STREET
MEDINA
OH 44256-2222
United States
Operating Hours
9:00 A.M. TO 4:30 P.M.
Monday - Friday
Phone
330-725-8911

ReceiptFinancials

Total AUM
$125.6M
Accounts
286
Discretionary
$124.6M
Accounts
274
Non-Discretionary
$913.4K
Accounts
12

ContactClients

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Individual Clients
164
AUM
$81.4M
HNW Individual Clients
33
AUM
$43.8M
Corporation or Business Clients
1
AUM
$354.4K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
OH

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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