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Odyssey Personal Financial Advisors, LLC

CRD 322496SEC# 801-126453Roswell, GA
Export (members)
No longer SEC-registered. Odyssey Personal Financial Advisors, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$295.3M
Employees
4
Accounts
926
Location
Roswell, GA

Odyssey Personal Financial Advisors, LLC assets under management

Odyssey Personal Financial Advisors, LLC is an SEC-registered investment adviser based in Roswell, GA. It reports $295.3 million in regulatory assets under management and employs 4 people.

Odyssey Personal Financial Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Robert Francis Fezza ControlPartner50-75%2022
Stephen Andrew Siders ControlPartner And Cco50-75%2022

Frequently asked questions

How much does Odyssey Personal Financial Advisors, LLC manage?

Odyssey Personal Financial Advisors, LLC reports $295.3 million in regulatory assets under management on its Form ADV.

How many employees does Odyssey Personal Financial Advisors, LLC have?

Odyssey Personal Financial Advisors, LLC reports 4 employees.

Where is Odyssey Personal Financial Advisors, LLC located?

Odyssey Personal Financial Advisors, LLC is based in Roswell, GA.

Does Odyssey Personal Financial Advisors, LLC disclose fund performance?

Odyssey Personal Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address500 Sun Valley Drive, Suite A-6, Roswell, GA 30076
Office hours9a.m. - 5p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$264.4M
Non-discretionary$30.9M
Total (RAUM)$295.3M