Oder Investment Management, LLC
Firm details
- Headquarters
- Woodland Hills, California
- CRD number
- 134506
- Registered since
- June 16, 2017
- Website
- www.oderllc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI76.02%
- Individuals12.87%
- Pension & Profit Sharing Plans8.52%
- Charitable Organizations1.37%
- Corporations / Businesses1.22%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Oder Investment Management, LLC is an independent registered investment adviser that has been SEC-registered since 2017 and is organized as a limited liability company. The firm serves both individual and family clients as well as institutional clients, providing financial planning and portfolio management for individuals, small businesses, and larger business or institutional accounts. Its fee model includes both percentage-of-AUM fees and fixed fees. Oder Investment Management does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities43%
- Public Funds/Mutual Funds33%
- State & Local Bonds10%
- Cash & Cash Equivalents7%
- US Government Bonds4%
Contacts
3 of 8Sonia Zorn
TrusteeCRD 7078231
Christine Helmstetter
TrusteeCRD 7078148
Erik Helmstetter
PartnerCRD 3173525
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 60Active vs passive
$78.4M in ETFs
71%
$55.6M
27%
$22.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $6.8M | 9,135 | 8.71% |
Location
Woodland Hills, CA
Los Angeles
Location
Woodland Hills, CA
Headquartered in Woodland Hills, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 21300 Victory Blvd
- Time zone
- PT (UTC-8)
- Office locations
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