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Oder Investment Management, LLC

● SEC registered since 2017CRD 134506SEC# 801-110656Woodland Hills, CA
Export (members)
Reg. AUM
$319.3M
Employees
6
Accounts
599
Location
Woodland Hills, CA

Oder Investment Management, LLC assets under management

Oder Investment Management, LLC operates as an SEC-registered investment adviser based in Woodland Hills, CA. The firm has been registered since 2017. It reports $319.3 million in regulatory assets under management and employs 6 people.

Oder Investment Management, LLC owners & executives

9 reported
NameTitleOwnershipSince
Christine HelmstetterTrustee Of The Helmstetter Family Revocable Trust, Dated July 10, 20085-10%2018
Dana Oder ControlTrustee Of The Joshua And Dana Oder Family Trust, Dated October 2, 2013Over 75%2013
Erik Morgan HelmstetterPortfolio Manager, Trustee Of The Helmstetter Family Revocable Trust, Dated July 10, 20085-10%2018
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Frequently asked questions

How much does Oder Investment Management, LLC manage?

Oder Investment Management, LLC reports $319.3 million in regulatory assets under management on its Form ADV.

How many employees does Oder Investment Management, LLC have?

Oder Investment Management, LLC reports 6 employees.

Where is Oder Investment Management, LLC located?

Oder Investment Management, LLC is based in Woodland Hills, CA and has been SEC-registered since 2017.

Does Oder Investment Management, LLC disclose fund performance?

Oder Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address21300 Victory Blvd, Suite 855, Woodland Hills, CA 91367
Phone(818) 676-0036
Fax(818) 676-0017
Office hours7:45 a.m. To 4:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$296.6M
Non-discretionary$22.8M
Total (RAUM)$319.3M