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
Odyssey Capital Advisors Inc.
By the Numbers
-
Total Assets Under Management111MILLION
-
Total Number of Accounts536ACCOUNTS
-
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
Registered Investment Advisor
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.
1
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 (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.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.