Oder & Stewart Investment Management, LLC

Oder & Stewart Investment Management, LLC (CRD# 134506) is a financial advisory firm headquartered in Woodland Hills, CA. They manage $90,361,904 in 213 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    90
    MILLION
  • Total Number of Accounts
    213
    ACCOUNTS
  • Average Account Value
    $424,234
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Oder & Stewart Investment Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Joshua K. Oder
CRD#: 3195875
21300 Victory Blvd., Suite 855, Woodland Hills, CA 91367
93
Wealthminder
score

Joshua Oder (CRD# 3195875) is an Investment Advisor Representative working at Oder & Stewart Investment Management, LLC in Woodland Hills, CA and has over 17 years of experience in the finance industry.

2
Steven S. Zorn
CRD#: 4096534
21300 Victory Boulevard, Suite 855, Woodland Hills, CA 91367
93
Wealthminder
score

Steven Zorn (CRD# 4096534) is an Investment Advisor Representative working at Oder & Stewart Investment Management, LLC in Woodland Hills, CA and has over 10 years of experience in the finance industry.

3
Lucas A. Franco
CRD#: 4949221
21300 Victory Blvd., Suite 855, Woodland Hills, CA 91367
87
Wealthminder
score

Lucas Franco (CRD# 4949221) is an Investment Advisor Representative working at Oder & Stewart Investment Management, LLC in Woodland Hills, CA and has 1 year of experience in the finance industry.

4
Matthew N. Franco
CRD#: 6311599
21300 Victory Blvd., Suite 855, Woodland Hills, CA 91367
87
Wealthminder
score

Matthew Franco (CRD# 6311599) is an Investment Advisor Representative working at Oder & Stewart Investment Management, LLC in Woodland Hills, CA and has 1 year of experience in the finance industry.

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