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Building 2ODER & STEWART INVESTMENT MANAGEMENT, LLC

Map pinWOODLAND HILLS, CA
Phone(818) 676-0036
NotebookSEC #801-64219
Total AUM
$68.2M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
21300 VICTORY BLVD
SUITE 1050
WOODLAND HILLS
CA 91367
United States
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
(818) 676-0036

ReceiptFinancials

Total AUM
$68.2M
Accounts
123
Discretionary
$68.2M
Accounts
123
Non-Discretionary
$0
Accounts
0

ContactClients

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAWA

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

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