Y
Shih
Oder Investment Management, LLC
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About this Advisor
Y Shih is a financial advisor who works out of Woodland Hills, California with a total of 2 years of relevant experience. Shih works at Oder Investment Management, LLC. During their career, Shih has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Konnect Resources LLC, Biola University, Ubs Financial Services, Hacienda Golf Club, Valley Christian High School, Bank Of America, N.A and Oder Investment Managament, LLC. Shih has Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in California. Oder Investment Management, LLC is a registered investment firm that has its headquarters in Woodland Hills, CA. The firm has a total of six people on staff. It manages $246 million in total assets between its 565 client accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 565 accounts, 26% are held by high-net-worth investors who have more than $1 million in investable assets. Oder Investment Management, LLC has a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial advice usually vary depending on the financial services offered. However, fee types charged by Oder Investment Management, LLC most likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Oder Investment Management, LLC Brokerage Details
$245,493,169
6
565
$434,501
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Y Shih Work History
Y has been registered as a financial advisor for 2 years.*
Oder Investment Managament, LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Konnect Resources LLC
Ubs Financial Services
Hacienda Golf Club
Biola University
Valley Christian High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Y Shih 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 4/16/2023. 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.
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