Oda And Company, Inc.
Oda And Company, Inc. (CRD# 119952) is a financial advisory firm headquartered in Medina, OH. They manage $101,023,708 in 279 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management101MILLION
-
Total Number of Accounts279ACCOUNTS
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Average Account Value$362,092
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, OH, TX
Financial Advisors at Oda And Company, Inc.
1
Patricia Hornak-Box (CRD# 2380487) is an Investment Advisor Representative working at Oda And Company, Inc. in Medina, OH and has over 25 years of experience in the finance industry.
2
Stanley Oda (CRD# 1779618) is an Investment Advisor Representative working at Lpl Financial LLC in Medina, OH and has over 28 years of experience in the finance industry. Stanley Oda has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
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