|
⚲
|
| Odlum Brown USA Investment Management Limited
✚
|
|
|---|---|
| CRD # | 132242 |
| SEC # | 801-63386 |
| CIK # | |
| AUM | $150.3 MM (2024-06-11) |
| Employees | 33 (100% Investors, 0% Brokers) |
| Phone | 866-636-8222 |
| Address | 1100250 Howe Street Vancouver British Columbia, Canada |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 172 | 60.3 |
| (b) Individuals (high net worth individuals) | 23 | 55.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 35 | 34.1 |
| (n) Other | 0 | 0.0 |
| Total | 406 | 150.3 |
| By Discretionary | ||
| Discretionary | 406 | 150.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 406 | 150.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 150.3 | |
| Total | 406 | 150.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Robert Priske LLC
✚
|
HI | 0.2 |
|
Larimer Capital Corp
✚
|
CO | 0.2 |
|
Embarcadero Financial Investment Advisory LLC
✚
|
CA | 0.2 |
|
Bankplus Wealth Management LLC
✚
|
MS | 0.2 |
|
Rossjohnson & Associates LLC
✚
|
MN | 0.2 |
|
Gibraltar Wealth Management LLC
✚
|
PA | 0.2 |
|
The Heaton Hoppes Group LLC
✚
|
IA | 0.2 |
|
Axecap Investments LLC
✚
|
OH | 0.2 |
|
Reshape LLC
✚
|
NJ | 0.1 |
|
Zermatt Wealth Partners LLC
✚
|
CA | 0.1 |