Odyssey Capital Advisors Inc.

Odyssey Capital Advisors Inc. (CRD# 299034) is a financial advisory firm headquartered in Bala Cynwyd, PA. They manage $111,489,806 in 536 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
2 Bala Plaza, Suite 515, Bala Cynwyd, PA 19004
http://www.odysseyadvice.com
By the Numbers
  • Total Assets Under Management
    111
    MILLION
  • Total Number of Accounts
    536
    ACCOUNTS
  • Average Account Value
    $208,003
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, DC, DE, FL, LA, NJ, NY, PA, TX

Financial Advisors at Odyssey Capital Advisors Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Lamont Brown, financial advisor Bala Cynwyd PA
Lamont A. Brown
CRD#: 4311857
2 Bala Plaza, Suite 515, Bala Cynwyd, PA 19004

Lamont Brown (CRD# 4311857) is an Investment Advisor Representative working at Odyssey Capital Advisors Inc. in Bala Cynwyd, PA and has over 22 years of experience in the finance industry.

2
Jason Snipe, financial advisor Bala Cynwyd PA
Jason A. Snipe
CRD#: 4685949
2 Bala Plaza, Suite 515, Bala Cynwyd, PA 19004

Jason Snipe (CRD# 4685949) is an Investment Advisor Representative working at Odyssey Capital Advisors Inc. in Bala Cynwyd, PA and has over 20 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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