|
⚲
|
| Keyboard |
| Odlum Brown USA Investment Management Limited
✚
|
|
|---|---|
| CRD # | 132242 |
| SEC # | 801-63386 |
| CIK # | |
| AUM | 174.6 M (2026-06-04) |
| Employees | 30 (100% Investors, 0% Brokers) |
| Phone | 866-636-8222 |
| Address | 1100250 Howe Street Vancouver British Columbia, Canada |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 175 | 46.8 |
| (b) Individuals (high net worth individuals) | 37 | 72.3 |
| (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 | 43 | 55.5 |
| (n) Other | 0 | 0.0 |
| Total | 448 | 174.6 |
| By Discretionary | ||
| Discretionary | 448 | 174.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 448 | 174.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 174.6 | |
| Total | 448 | 174.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Power Asset Management LLC
✚
|
CA | 175.0 M |
|
TNT Asset Management LLC
✚
|
TX | 174.9 M |
|
Income & Asset Advisory Inc
✚
|
NY | 174.8 M |
|
Guardian Wealth Management LLC
✚
|
UT | 174.8 M |
|
Providence Legacy Advisors LLC
✚
|
174.8 M | |
|
SJHL Financial Services LLC
✚
|
KS | 174.5 M |
|
Viaquest Advisors LLC
✚
|
TX | 174.4 M |
|
Echelons Capital LLC
✚
|
UT | 174.4 M |
|
ATX Financial Planning LLC
✚
|
TX | 174.3 M |
|
Rockhill Advisors LLC
✚
|
ID | 174.2 M |