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⚲
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| Odyssey Capital Advisors Inc
✚
| |
|---|---|
| CRD # | 299034 |
| SEC # | 801-130634 |
| CIK # | |
| AUM | $122.1 MM (2024-08-26) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 484-278-4497 |
| Address | 2 Bala Plaza Bala Cynwyd, PA 19004 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 205 | 68.0 |
| (b) Individuals (high net worth individuals) | 16 | 44.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 6.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 3.1 |
| (n) Other | 0 | 0.0 |
| Total | 550 | 122.1 |
| By Discretionary | ||
| Discretionary | 550 | 122.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 550 | 122.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 122.1 | |
| Total | 550 | 122.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Vanderpol Investments LLC
✚
|
MI | 0.1 |
|
Integra Financial Inc
✚
|
CO | 0.1 |
|
Longview Wealth Management LLC
✚
|
MN | 0.1 |
|
Amphora Wealth Management LLC
✚
|
NC | 0.1 |
|
Fortify Wealth Inc
✚
|
MO | 0.1 |
|
Crossover Capital Brands LLC
✚
|
PA | 0.1 |
|
Hahn Financial Group Inc
✚
|
SD | 0.1 |
|
TFS Advisors LLC
✚
|
WA | 0.1 |
|
RABE Investment Consulting Group
✚
|
OH | 0.1 |
|
Righthand Capital LLC
✚
|
MA | 0.1 |