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 organized as an LLC and SEC-registered in 2017. The firm serves both individual and family clients as well as institutional customers and is owned by a mix of a domestic entity and an individual. Its client work centers on financial planning and discretionary portfolio management for individuals, small businesses, and institutional entities. Fee arrangements include a percentage-of-AUM structure alongside fixed-fee engagements. The firm does not present itself as a capital allocator, is not an active ESG investor, and does not operate as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 54Active vs passive
$69.3M in ETFs
72%
$49.7M
28%
$19.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $6.1M | 9,377 | 8.79% |
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
Similar firms
PARAGON FINANCIAL PARTNERS
RIAWOODLAND HILLS, CA
HESEN & HASLAM
RIAWOODLAND HILLS, CA
CHELSEA MANAGEMENT COMPANY
RIAWOODLAND HILLS, CA
PROVIDENCE FINANCIAL AND INSURANCES, INC.
RIAWOODLAND HILLS, CA
DASH INVESTMENTS
RIAWOODLAND HILLS, CA
GOLDEN K PLANS AND WEALTH MANAGEMENT A DBA OF GOLDEN K WEALTH MG
RIAWOODLAND HILLS, CA