Oder Investment Management, LLC

Oder Investment Management, LLC (CRD# 134506) is a financial advisory firm headquartered in Woodland Hills, CA. They manage $281,281,290 in 583 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
21300 Victory Blvd, Suite 855, Woodland Hills, CA 91367
https://www.linkedin.com/company/oder-investment-management-llc/
By the Numbers
  • Total Assets Under Management
    281
    MILLION
  • Total Number of Accounts
    583
    ACCOUNTS
  • Average Account Value
    $482,472
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Oder Investment Management, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Lucas Franco, financial advisor Woodland Hills CA
Lucas A. Franco
CRD#: 4949221
21300 Victory Blvd, Suite 855, Woodland Hills, CA 91367

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

2
Erik Helmstetter, financial advisor Los Angeles CA
Erik M. Helmstetter
CRD#: 3173525
6080 Center Dr, 6th Floor, Ste. 681, Los Angeles, CA 90045

Erik Helmstetter (CRD# 3173525) is an Investment Advisor Representative working at Oder Investment Management, LLC in Los Angeles, CA and has over 24 years of experience in the finance industry.

3
Joshua Oder, financial advisor Woodland Hills CA
Joshua K. Oder
CRD#: 3195875
21300 Victory Blvd, Suite 855, Woodland Hills, CA 91367

Joshua Oder (CRD# 3195875) is an Investment Advisor Representative working at Oder Investment Management, LLC in Woodland Hills, CA and has over 25 years of experience in the finance industry.

4
Steven Zorn, financial advisor Woodland Hills CA
Steven S. Zorn
CRD#: 4096534
21300 Victory Blvd, Suite 855, Woodland Hills, CA 91367

Steven Zorn (CRD# 4096534) is an Investment Advisor Representative working at Oder Investment Management, LLC in Woodland Hills, CA and has over 17 years of experience in the finance industry.

5
Y Shih, financial advisor Woodland Hills CA
Y S. Shih
CRD#: 6806755
21300 Victory Blvd, Suite 855, Woodland Hills, CA 91367

Y Shih (CRD# 6806755) is an Investment Advisor Representative working at Oder Investment Management, LLC in Woodland Hills, CA and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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