Joshua
Oder
Oder Investment Management, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Joshua Oder is a financial advisor based in Woodland Hills, California, working with Oder Investment Management, LLC. Joshua has previously held a position at Oder Investment Management (formerly Oder & Stewart Inv Mgmt). Joshua has passed the Series 65 regulatory exam and is registered to provide services in California and Texas. Currently, Joshua is part of Oder Investment Management, LLC, which operates out of Woodland Hills, California. The firm has 1 office and 6 employees. The firm manages assets totaling $281.3 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Oder Investment Management, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
Find an advisor who will work directly with you
SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.
Oder Investment Management, LLC Brokerage Details
$281,281,290
6
583
$482,472
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Joshua Oder Work History
Oder Investment Management (Formerly Oder & Stewart Inv Mgmt)
Disclosures
Please visit the SEC profile of Joshua Oder to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Oder Investment Management, LLC
Woodland Hills, CA
Los Angeles, CA
Woodland Hills, CA
Woodland Hills, CA
Woodland Hills, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
